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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $37,537 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,129 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,923 | $122,239-12.5% | $184,203-42.0% | $74,495+43.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 11.04% | 19.95%-8.9pp | 28.81%-17.8pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $7,061 | $4,537+55.6% | $6,427+9.9% | $2,623+169.2% |
| Participant deferral / active EE | $3,943 | $7,139-44.8% | $9,131-56.8% | $4,346-9.3% |
| Admin fee / account holder | $366 | $1,260-71.0% | $13,901-97.4% | $1,942-81.2% |