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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $37,959 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $20,639 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,476 | $86,897-24.7% | $151,611-56.8% | $64,808+1.0% |
| Participation rate | 96.9% | 87.3%+9.7pp | 87.5%+9.4pp | 71.5%+25.5pp |
| Annual return | -13.06% | -3.57%-9.5pp | 3.33%-16.4pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,207 | $4,010-69.9% | $6,166-80.4% | $2,506-51.8% |
| Participant deferral / active EE | $4,280 | $6,690-36.0% | $8,363-48.8% | $4,310-0.7% |
| Admin fee / account holder | $127 | $153-17.3% | $11,616-98.9% | $188-32.6% |