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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $49,014 |
CMFG LIFE INSURANCE COMPANY6 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $27,342 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,392 | $129,021-36.9% | $184,203-55.8% | $77,643+4.8% |
| Participation rate | 95.1% | 87.3%+7.8pp | 86.8%+8.3pp | 70.6%+24.6pp |
| Annual return | 13.84% | 33.27%-19.4pp | 28.81%-15.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,315 | $4,413-70.2% | $6,427-79.5% | $2,726-51.8% |
| Participant deferral / active EE | $4,517 | $7,297-38.1% | $9,131-50.5% | $4,647-2.8% |
| Admin fee / account holder | $170 | $254-32.9% | $13,901-98.8% | $430-60.4% |