Filed December 21, 2001
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 | $68,169 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 12 · EIN 42-0388260 | Claims processing; Investment managem... | $20,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,576 | $122,239-9.5% | $184,203-40.0% | $74,495+48.4% |
| Participation rate | 95.7% | 85.5%+10.2pp | 86.8%+8.9pp | 67.2%+28.5pp |
| Annual return | 12.04% | 19.95%-7.9pp | 28.81%-16.8pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $3,099 | $4,537-31.7% | $6,427-51.8% | $2,623+18.2% |
| Participant deferral / active EE | $4,899 | $7,139-31.4% | $9,131-46.4% | $4,346+12.7% |
| Admin fee / account holder | $409 | $1,260-67.5% | $13,901-97.1% | $1,942-78.9% |