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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $46,163 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $15,819 |
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 | $24,971 | $111,608-77.6% | $177,821-86.0% | $73,409-66.0% |
| Participation rate | 98.9% | 87.9%+11.1pp | 87.7%+11.2pp | 72.2%+26.7pp |
| Annual return | 18.67% | 18.23%+0.4pp | 48.32%-29.6pp | 59.29%-40.6pp |
| Employer contribution / active EE | $2,081 | $3,796-45.2% | $5,918-64.8% | $2,234-6.8% |
| Participant deferral / active EE | $2,995 | $6,199-51.7% | $7,714-61.2% | $3,805-21.3% |
| Admin fee / account holder | $72 | $166-56.7% | $12,427-99.4% | $158-54.6% |