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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $127,277 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $28,849 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,957 | $111,491-50.7% | $189,513-71.0% | $86,799-36.7% |
| Participation rate | 92.8% | 87.3%+5.5pp | 87.8%+5.0pp | 72.3%+20.5pp |
| Annual return | 15.24% | 83.50%-68.3pp | 555.15%-539.9pp | 97.91%-82.7pp |
| Employer contribution / active EE | $2,108 | $3,951-46.7% | $6,162-65.8% | $2,405-12.4% |
| Participant deferral / active EE | $3,663 | $6,437-43.1% | $8,221-55.4% | $4,131-11.3% |
| Admin fee / account holder | $266 | $189+40.7% | $12,045-97.8% | $170+56.6% |