Filed February 21, 2017 (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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $56,257 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $9,039 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,443 | $130,194-19.8% | $169,993-38.6% | $71,457+46.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 16.76% | 20.37%-3.6pp | 53.37%-36.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $4,425 | $4,381+1.0% | $6,785-34.8% | $2,588+71.0% |
| Participant deferral / active EE | $6,367 | $6,923-8.0% | $10,408-38.8% | $4,289+48.5% |
| Admin fee / account holder | $308 | $966-68.1% | $12,815-97.6% | $1,587-80.6% |