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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $72,812 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $37,991 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,069 | $111,491-32.7% | $189,513-60.4% | $86,799-13.5% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.8%+10.3pp | 72.3%+25.8pp |
| Annual return | 28.50% | 83.50%-55.0pp | 555.15%-526.6pp | 97.91%-69.4pp |
| Employer contribution / active EE | $1,911 | $3,951-51.6% | $6,162-69.0% | $2,405-20.5% |
| Participant deferral / active EE | $4,719 | $6,437-26.7% | $8,221-42.6% | $4,131+14.2% |
| Admin fee / account holder | $213 | $189+12.9% | $12,045-98.2% | $170+25.7% |