Filed April 24, 2014 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $49,134 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $24,536 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,160 | $111,491-31.7% | $189,513-59.8% | $86,799-12.3% |
| Participation rate | 96.3% | 87.3%+9.0pp | 87.8%+8.5pp | 72.3%+24.0pp |
| Annual return | 14.11% | 83.50%-69.4pp | 555.15%-541.0pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,122 | $3,951-71.6% | $6,162-81.8% | $2,405-53.4% |
| Participant deferral / active EE | $4,068 | $6,437-36.8% | $8,221-50.5% | $4,131-1.5% |
| Admin fee / account holder | $164 | $189-12.9% | $12,045-98.6% | $170-3.0% |