Filed March 31, 2006
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 COMPANY6 years Service code 15 · EIN 39-0230590 | Recordkeeping | $54,207 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,945 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,526 | $122,239-4.7% | $184,203-36.7% | $74,495+56.4% |
| Participation rate | 97.0% | 85.5%+11.5pp | 86.8%+10.2pp | 67.2%+29.8pp |
| Annual return | 9.74% | 19.95%-10.2pp | 28.81%-19.1pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $3,614 | $4,537-20.3% | $6,427-43.8% | $2,623+37.8% |
| Participant deferral / active EE | $5,639 | $7,139-21.0% | $9,131-38.2% | $4,346+29.8% |
| Admin fee / account holder | $538 | $1,260-57.3% | $13,901-96.1% | $1,942-72.3% |