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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $30,534 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $18,364 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,054 | $122,239-28.8% | $184,203-52.7% | $74,495+16.9% |
| Participation rate | 93.5% | 85.5%+8.1pp | 86.8%+6.7pp | 67.2%+26.3pp |
| Annual return | 14.01% | 19.95%-5.9pp | 28.81%-14.8pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,510 | $4,537-44.7% | $6,427-60.9% | $2,623-4.3% |
| Participant deferral / active EE | $5,319 | $7,139-25.5% | $9,131-41.8% | $4,346+22.4% |
| Admin fee / account holder | $210 | $1,260-83.3% | $13,901-98.5% | $1,942-89.2% |