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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $42,045 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $21,497 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,277 | $100,227-28.9% | $169,993-58.1% | $74,419-4.2% |
| Participation rate | 96.6% | 87.3%+9.3pp | 87.0%+9.7pp | 70.7%+25.9pp |
| Annual return | 15.65% | 66.08%-50.4pp | 53.37%-37.7pp | 34.38%-18.7pp |
| Employer contribution / active EE | $1,245 | $4,263-70.8% | $6,785-81.6% | $2,637-52.8% |
| Participant deferral / active EE | $4,467 | $7,143-37.5% | $10,408-57.1% | $4,528-1.4% |
| Admin fee / account holder | $142 | $234-39.4% | $12,815-98.9% | $348-59.1% |