Filed November 12, 2015 (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.
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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $91,330 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $19,751 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,414 | $121,341-42.0% | $189,513-62.8% | $79,386-11.3% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.8%+10.1pp | 70.7%+27.2pp |
| Annual return | 13.43% | 21.08%-7.7pp | 555.15%-541.7pp | 116.85%-103.4pp |
| Employer contribution / active EE | $3,276 | $3,915-16.3% | $6,162-46.8% | $2,427+35.0% |
| Participant deferral / active EE | $3,590 | $6,395-43.9% | $8,221-56.3% | $4,046-11.3% |
| Admin fee / account holder | $328 | $651-49.7% | $12,045-97.3% | $626-47.7% |