Filed August 8, 2018 (most recent of 3 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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $100,430 |
Filed as: MEMBERS CAPITAL ADVISORS, INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $21,145 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,027 | $111,608-63.2% | $177,821-76.9% | $73,409-44.1% |
| Participation rate | 95.7% | 87.9%+7.8pp | 87.7%+8.0pp | 72.2%+23.5pp |
| Annual return | 14.13% | 18.23%-4.1pp | 48.32%-34.2pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,953 | $3,796-48.6% | $5,918-67.0% | $2,234-12.6% |
| Participant deferral / active EE | $3,442 | $6,199-44.5% | $7,714-55.4% | $3,805-9.6% |
| Admin fee / account holder | $189 | $166+14.0% | $12,427-98.5% | $158+19.6% |