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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $100,849 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $24,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,592 | $86,897-47.5% | $151,611-69.9% | $64,808-29.7% |
| Participation rate | 93.8% | 87.3%+6.5pp | 87.5%+6.3pp | 71.5%+22.3pp |
| Annual return | -13.63% | -3.57%-10.1pp | 3.33%-17.0pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,428 | $4,010-39.5% | $6,166-60.6% | $2,506-3.1% |
| Participant deferral / active EE | $4,341 | $6,690-35.1% | $8,363-48.1% | $4,310+0.7% |
| Admin fee / account holder | $210 | $153+37.0% | $11,616-98.2% | $188+11.6% |