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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $64,582 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $29,429 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,238 | $86,897-31.8% | $151,611-60.9% | $64,808-8.6% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.5%+11.2pp | 71.5%+27.2pp |
| Annual return | -14.14% | -3.57%-10.6pp | 3.33%-17.5pp | 32.82%-47.0pp |
| Employer contribution / active EE | $2,257 | $4,010-43.7% | $6,166-63.4% | $2,506-9.9% |
| Participant deferral / active EE | $5,159 | $6,690-22.9% | $8,363-38.3% | $4,310+19.7% |
| Admin fee / account holder | $165 | $153+7.6% | $11,616-98.6% | $188-12.3% |