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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $88,621 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $26,823 |
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 | $54,487 | $100,227-45.6% | $169,993-67.9% | $74,419-26.8% |
| Participation rate | 94.7% | 87.3%+7.4pp | 87.0%+7.7pp | 70.7%+23.9pp |
| Annual return | 16.72% | 66.08%-49.4pp | 53.37%-36.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $3,329 | $4,263-21.9% | $6,785-50.9% | $2,637+26.2% |
| Participant deferral / active EE | $4,695 | $7,143-34.3% | $10,408-54.9% | $4,528+3.7% |
| Admin fee / account holder | $181 | $234-22.7% | $12,815-98.6% | $348-47.9% |