Filed May 14, 2019 (most recent of 4 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 COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $30,929 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $5,533 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,886 | $110,094-56.5% | $151,611-68.4% | $68,494-30.1% |
| Participation rate | 98.7% | 84.0%+14.8pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | -14.63% | -10.12%-4.5pp | 3.33%-18.0pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,024 | $4,471-32.4% | $6,166-51.0% | $2,596+16.5% |
| Participant deferral / active EE | $4,272 | $6,527-34.5% | $8,363-48.9% | $4,027+6.1% |
| Admin fee / account holder | $296 | $7,719-96.2% | $11,616-97.4% | $5,403-94.5% |