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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $62,521 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $24,067 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,787 | $111,491-74.2% | $189,513-84.8% | $86,799-66.8% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.8%+11.2pp | 72.3%+26.8pp |
| Annual return | 15.57% | 83.50%-67.9pp | 555.15%-539.6pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,265 | $3,951-42.7% | $6,162-63.2% | $2,405-5.8% |
| Participant deferral / active EE | $3,196 | $6,437-50.4% | $8,221-61.1% | $4,131-22.6% |
| Admin fee / account holder | $95 | $189-49.4% | $12,045-99.2% | $170-43.7% |