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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $34,478 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $14,711 |
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 | $67,531 | $102,553-34.1% | $151,611-55.5% | $66,914+0.9% |
| Participation rate | 95.2% | 85.5%+9.7pp | 87.5%+7.7pp | 69.8%+25.4pp |
| Annual return | -13.61% | -10.82%-2.8pp | 3.33%-16.9pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,348 | $4,180-43.8% | $6,166-61.9% | $2,544-7.7% |
| Participant deferral / active EE | $4,806 | $6,641-27.6% | $8,363-42.5% | $4,237+13.4% |
| Admin fee / account holder | $209 | $630-66.8% | $11,616-98.2% | $593-64.7% |