Filed November 14, 2024 (most recent of 5 filings on file)
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 | $20,428 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $7,127 |
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 | $27,920 | $88,515-68.5% | $162,163-82.8% | $67,579-58.7% |
| Participation rate | 95.4% | 86.8%+8.6pp | 87.6%+7.8pp | 71.3%+24.1pp |
| Annual return | 23.91% | 27.04%-3.1pp | 115.59%-91.7pp | 378.56%-354.6pp |
| Employer contribution / active EE | $1,282 | $3,563-64.0% | $5,614-77.2% | $2,148-40.3% |
| Participant deferral / active EE | $2,945 | $5,724-48.5% | $7,298-59.6% | $3,539-16.8% |
| Admin fee / account holder | $87 | $124-29.5% | $10,843-99.2% | $142-38.7% |