Filed October 12, 2012 (most recent of 2 filings on file)
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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $46,401 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $12,736 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,241 | $122,239-49.1% | $184,200-66.2% | $74,546-16.5% |
| Participation rate | 97.0% | 85.5%+11.5pp | 86.8%+10.2pp | 67.2%+29.8pp |
| Annual return | 12.33% | 19.95%-7.6pp | 28.80%-16.5pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $2,809 | $4,537-38.1% | $6,424-56.3% | $2,624+7.0% |
| Participant deferral / active EE | $4,268 | $7,139-40.2% | $9,132-53.3% | $4,347-1.8% |
| Admin fee / account holder | $251 | $1,260-80.1% | $13,907-98.2% | $1,944-87.1% |