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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $68,456 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $25,915 |
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 | $31,228 | $100,227-68.8% | $169,993-81.6% | $74,419-58.0% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.0%+11.7pp | 70.7%+28.0pp |
| Annual return | 19.47% | 66.08%-46.6pp | 53.37%-33.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $2,459 | $4,263-42.3% | $6,785-63.8% | $2,637-6.7% |
| Participant deferral / active EE | $3,514 | $7,143-50.8% | $10,408-66.2% | $4,528-22.4% |
| Admin fee / account holder | $93 | $234-60.5% | $12,815-99.3% | $348-73.4% |