Filed January 27, 2018 (most recent of 2 filings on file)
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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $56,850 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,761 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,485 | $102,553-25.4% | $151,611-49.6% | $66,914+14.3% |
| Participation rate | 98.6% | 85.5%+13.1pp | 87.5%+11.1pp | 69.8%+28.8pp |
| Annual return | -14.13% | -10.82%-3.3pp | 3.33%-17.5pp | 1.58%-15.7pp |
| Employer contribution / active EE | $4,119 | $4,180-1.5% | $6,166-33.2% | $2,544+61.9% |
| Participant deferral / active EE | $4,126 | $6,641-37.9% | $8,363-50.7% | $4,237-2.6% |
| Admin fee / account holder | $401 | $630-36.3% | $11,616-96.5% | $593-32.4% |