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 COMPANY11+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $98,267 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $39,451 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,516 | $131,799-67.0% | $200,582-78.3% | $85,563-49.1% |
| Participation rate | 98.9% | 87.9%+11.0pp | 86.9%+12.0pp | 66.0%+32.9pp |
| Annual return | 16.40% | 21.59%-5.2pp | 42.33%-25.9pp | 31.51%-15.1pp |
| Employer contribution / active EE | $2,626 | $4,532-42.1% | $6,419-59.1% | $2,654-1.0% |
| Participant deferral / active EE | $3,844 | $7,702-50.1% | $9,331-58.8% | $4,375-12.1% |
| Admin fee / account holder | $128 | $235-45.7% | $16,305-99.2% | $834-84.7% |