Filed November 1, 2000 (most recent of 2 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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $217,124 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. DBA Service code 27 · EIN 42-0388260 | Advisory (Plan) | $121,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,300 | $122,854-33.8% | $184,200-55.9% | $199,768-59.3% |
| Participation rate | 68.4% | 87.0%-18.6pp | 86.8%-18.4pp | 72.0%-3.6pp |
| Annual return | 13.67% | 143.99%-130.3pp | 28.80%-15.1pp | 34.26%-20.6pp |
| Employer contribution / active EE | $2,788 | $4,588-39.2% | $6,424-56.6% | $3,037-8.2% |
| Participant deferral / active EE | $4,571 | $7,995-42.8% | $9,132-49.9% | $5,090-10.2% |
| Admin fee / account holder | $184 | $120+53.2% | $13,907-98.7% | $269-31.5% |