Filed December 18, 2014 (most recent of 3 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 COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $39,361 |
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $35,477 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,846 | $129,021-42.0% | $184,203-59.4% | $77,643-3.6% |
| Participation rate | 86.4% | 87.3%-1.0pp | 86.8%-0.5pp | 70.6%+15.8pp |
| Annual return | 13.58% | 33.27%-19.7pp | 28.81%-15.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $2,707 | $4,413-38.7% | $6,427-57.9% | $2,726-0.7% |
| Participant deferral / active EE | $6,300 | $7,297-13.7% | $9,131-31.0% | $4,647+35.6% |
| Admin fee / account holder | $122 | $254-51.8% | $13,901-99.1% | $430-71.6% |