Filed March 14, 2023 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $42,803 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $14,265 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 27 1200 HARBOR BLVD · WEEHAWKEN, NJ 070866728 | Advisory (Plan) | $5,113 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,979 | $86,897-47.1% | $151,611-69.7% | $64,808-29.1% |
| Participation rate | 94.4% | 87.3%+7.2pp | 87.5%+6.9pp | 71.5%+23.0pp |
| Annual return | -14.21% | -3.57%-10.6pp | 3.33%-17.5pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,176 | $4,010-45.7% | $6,166-64.7% | $2,506-13.2% |
| Participant deferral / active EE | $3,284 | $6,690-50.9% | $8,363-60.7% | $4,310-23.8% |
| Admin fee / account holder | $155 | $153+1.6% | $11,616-98.7% | $188-17.2% |