Filed August 18, 2023 (most recent of 7 filings on file)
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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $151,267 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $52,727 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,083 | $88,515-43.4% | $162,163-69.1% | $67,579-25.9% |
| Participation rate | 99.3% | 86.8%+12.5pp | 87.6%+11.8pp | 71.3%+28.1pp |
| Annual return | 20.51% | 27.04%-6.5pp | 115.59%-95.1pp | 378.56%-358.0pp |
| Employer contribution / active EE | $5,094 | $3,563+42.9% | $5,614-9.3% | $2,148+137.2% |
| Participant deferral / active EE | $5,820 | $5,724+1.7% | $7,298-20.3% | $3,539+64.4% |
| Admin fee / account holder | $148 | $124+20.0% | $10,843-98.6% | $142+4.3% |