Filed June 26, 2018 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 11 · EIN 39-0230590 | Actuarial | $84,246 |
CMFG LIFE INSURANCE COMPANY6 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $21,601 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $284,260-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 2.1%-2.1pp |
| Annual return | 11.35% | 9.11%+2.2pp | 37.43%-26.1pp | 9.14%+2.2pp |
| Employer contribution / active EE | $0 | $14,280-100.0% | $38,058-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $758-100.0% | $121-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $266,169-100.0% | $200-100.0% |