Filed May 12, 2026 (most recent of 3 filings on file)
Total covered: 3 employees
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $22,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,895 | $123,793-22.5% | $177,821-46.1% | $79,858+20.1% |
| Participation rate | 95.9% | 84.7%+11.3pp | 87.7%+8.2pp | 69.6%+26.3pp |
| Annual return | 24.27% | 22.82%+1.5pp | 48.32%-24.1pp | 31.71%-7.4pp |
| Employer contribution / active EE | $7,494 | $4,095+83.0% | $5,918+26.6% | $2,471+203.3% |
| Participant deferral / active EE | $4,505 | $5,956-24.4% | $7,714-41.6% | $3,740+20.5% |
| Admin fee / account holder | $152 | $7,243-97.9% | $12,427-98.8% | $5,306-97.1% |