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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $46,943 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $21,107 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,187 | $88,515-24.1% | $162,163-58.6% | $67,579-0.6% |
| Participation rate | 97.6% | 86.8%+10.8pp | 87.6%+10.1pp | 71.3%+26.3pp |
| Annual return | 19.16% | 27.04%-7.9pp | 115.59%-96.4pp | 378.56%-359.4pp |
| Employer contribution / active EE | $2,067 | $3,563-42.0% | $5,614-63.2% | $2,148-3.8% |
| Participant deferral / active EE | $4,529 | $5,724-20.9% | $7,298-37.9% | $3,539+28.0% |
| Admin fee / account holder | $163 | $124+32.0% | $10,843-98.5% | $142+14.7% |