Filed March 17, 2017 (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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $36,276 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $12,388 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,141 | $88,515-77.2% | $162,163-87.6% | $67,579-70.2% |
| Participation rate | 98.6% | 86.8%+11.8pp | 87.6%+11.1pp | 71.3%+27.3pp |
| Annual return | 26.43% | 27.04%-0.6pp | 115.59%-89.2pp | 378.56%-352.1pp |
| Employer contribution / active EE | $1,852 | $3,563-48.0% | $5,614-67.0% | $2,148-13.8% |
| Participant deferral / active EE | $2,516 | $5,724-56.0% | $7,298-65.5% | $3,539-28.9% |
| Admin fee / account holder | $59 | $124-52.6% | $10,843-99.5% | $142-58.8% |