Filed December 30, 2025 (most recent of 8 filings on file)
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 COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $45,224 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $75,240 | $98,982-24.0% | $162,163-53.6% | $65,185+15.4% |
| Participation rate | 96.3% | 85.8%+10.5pp | 87.6%+8.7pp | 70.2%+26.1pp |
| Annual return | 20.37% | 24.84%-4.5pp | 115.59%-95.2pp | 29.38%-9.0pp |
| Employer contribution / active EE | $2,496 | $3,467-28.0% | $5,614-55.5% | $2,177+14.7% |
| Participant deferral / active EE | $2,737 | $5,384-49.2% | $7,298-62.5% | $3,514-22.1% |
| Admin fee / account holder | $377 | $596-36.7% | $10,843-96.5% | $847-55.5% |