See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $24,483 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,409 |
Participant 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 | $60,223 | $122,239-50.7% | $184,203-67.3% | $74,495-19.2% |
| Participation rate | 97.2% | 85.5%+11.7pp | 86.8%+10.4pp | 67.2%+30.0pp |
| Annual return | 12.84% | 19.95%-7.1pp | 28.81%-16.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,445 | $4,537-46.1% | $6,427-62.0% | $2,623-6.8% |
| Participant deferral / active EE | $2,992 | $7,139-58.1% | $9,131-67.2% | $4,346-31.1% |
| Admin fee / account holder | $160 | $1,260-87.3% | $13,901-98.8% | $1,942-91.7% |