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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $57,919 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $31,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,225 | $100,227-43.9% | $169,993-66.9% | $74,419-24.4% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.0%+11.7pp | 70.7%+27.9pp |
| Annual return | 16.78% | 66.08%-49.3pp | 53.37%-36.6pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,353 | $4,263-44.8% | $6,785-65.3% | $2,637-10.8% |
| Participant deferral / active EE | $5,368 | $7,143-24.8% | $10,408-48.4% | $4,528+18.6% |
| Admin fee / account holder | $128 | $234-45.2% | $12,815-99.0% | $348-63.1% |