Filed August 30, 2023 (most recent of 4 filings on file)
Total covered: 4 employees
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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $28,813 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,610 | $136,307-57.7% | $177,821-67.6% | $73,488-21.6% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.7%+9.1pp | 70.7%+26.1pp |
| Annual return | 16.15% | 18.68%-2.5pp | 48.32%-32.2pp | 28.51%-12.4pp |
| Employer contribution / active EE | $2,160 | $3,712-41.8% | $5,918-63.5% | $2,270-4.8% |
| Participant deferral / active EE | $4,403 | $5,829-24.5% | $7,714-42.9% | $3,740+17.8% |
| Admin fee / account holder | $156 | $596-73.8% | $12,427-98.7% | $513-69.6% |