Filed September 28, 2000
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $59,505 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $15,812 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,086 | $122,239-52.5% | $184,203-68.5% | $74,495-22.0% |
| Participation rate | 97.8% | 85.5%+12.3pp | 86.8%+11.0pp | 67.2%+30.6pp |
| Annual return | 14.74% | 19.95%-5.2pp | 28.81%-14.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,842 | $4,537-37.4% | $6,427-55.8% | $2,623+8.4% |
| Participant deferral / active EE | $4,459 | $7,139-37.5% | $9,131-51.2% | $4,346+2.6% |
| Admin fee / account holder | $238 | $1,260-81.1% | $13,901-98.3% | $1,942-87.8% |