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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $25,770 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $21,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,658 | $122,239-7.0% | $184,203-38.3% | $74,495+52.6% |
| Participation rate | 99.4% | 85.5%+13.9pp | 86.8%+12.6pp | 67.2%+32.2pp |
| Annual return | 13.79% | 19.95%-6.2pp | 28.81%-15.0pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $6,381 | $4,537+40.6% | $6,427-0.7% | $2,623+143.3% |
| Participant deferral / active EE | $6,441 | $7,139-9.8% | $9,131-29.5% | $4,346+48.2% |
| Admin fee / account holder | $208 | $1,260-83.5% | $13,901-98.5% | $1,942-89.3% |