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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $30,745 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $15,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,681 | $130,194-37.3% | $169,993-52.0% | $71,457+14.3% |
| Participation rate | 94.0% | 86.1%+7.9pp | 87.0%+7.0pp | 67.9%+26.1pp |
| Annual return | 17.81% | 20.37%-2.6pp | 53.37%-35.6pp | 28.85%-11.0pp |
| Employer contribution / active EE | $2,593 | $4,381-40.8% | $6,785-61.8% | $2,588+0.2% |
| Participant deferral / active EE | $5,366 | $6,923-22.5% | $10,408-48.4% | $4,289+25.1% |
| Admin fee / account holder | $208 | $966-78.4% | $12,815-98.4% | $1,587-86.9% |