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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $34,733 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $13,251 |
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 | $40,407 | $111,491-63.8% | $189,513-78.7% | $86,799-53.4% |
| Participation rate | 96.6% | 87.3%+9.3pp | 87.8%+8.8pp | 72.3%+24.4pp |
| Annual return | 20.86% | 83.50%-62.6pp | 555.15%-534.3pp | 97.91%-77.1pp |
| Employer contribution / active EE | $1,455 | $3,951-63.2% | $6,162-76.4% | $2,405-39.5% |
| Participant deferral / active EE | $3,996 | $6,437-37.9% | $8,221-51.4% | $4,131-3.3% |
| Admin fee / account holder | $135 | $189-28.6% | $12,045-98.9% | $170-20.5% |