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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $45,621 |
CMFG LIFE INSURANCE COMPANY6 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $18,573 |
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 | $45,471 | $129,021-64.8% | $184,203-75.3% | $77,643-41.4% |
| Participation rate | 96.9% | 87.3%+9.6pp | 86.8%+10.1pp | 70.6%+26.3pp |
| Annual return | 15.38% | 33.27%-17.9pp | 28.81%-13.4pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,000 | $4,413-54.7% | $6,427-68.9% | $2,726-26.6% |
| Participant deferral / active EE | $4,602 | $7,297-36.9% | $9,131-49.6% | $4,647-1.0% |
| Admin fee / account holder | $141 | $254-44.5% | $13,901-99.0% | $430-67.3% |