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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $207,334 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $75,104 |
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 | $59,933 | $86,897-31.0% | $151,611-60.5% | $64,808-7.5% |
| Participation rate | 99.6% | 87.3%+12.4pp | 87.5%+12.1pp | 71.5%+28.2pp |
| Annual return | -13.98% | -3.57%-10.4pp | 3.33%-17.3pp | 32.82%-46.8pp |
| Employer contribution / active EE | $5,517 | $4,010+37.6% | $6,166-10.5% | $2,506+120.2% |
| Participant deferral / active EE | $7,138 | $6,690+6.7% | $8,363-14.6% | $4,310+65.6% |
| Admin fee / account holder | $193 | $153+26.5% | $11,616-98.3% | $188+3.0% |