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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $169,921 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $63,698 |
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 | $58,742 | $111,608-47.4% | $177,821-67.0% | $73,409-20.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 13.16% | 18.23%-5.1pp | 48.32%-35.2pp | 59.29%-46.1pp |
| Employer contribution / active EE | $5,416 | $3,796+42.7% | $5,918-8.5% | $2,234+142.5% |
| Participant deferral / active EE | $6,537 | $6,199+5.4% | $7,714-15.3% | $3,805+71.8% |
| Admin fee / account holder | $166 | $166+0.2% | $12,427-98.7% | $158+5.1% |