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 COMPANY7 years Service code 15 · EIN 39-0230590 | Recordkeeping | $31,748 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,173 | $102,553-29.6% | $151,611-52.4% | $66,914+7.9% |
| Participation rate | 94.5% | 85.5%+9.0pp | 87.5%+7.0pp | 69.8%+24.7pp |
| Annual return | -13.73% | -10.82%-2.9pp | 3.33%-17.1pp | 1.58%-15.3pp |
| Employer contribution / active EE | $2,568 | $4,180-38.6% | $6,166-58.4% | $2,544+0.9% |
| Participant deferral / active EE | $3,328 | $6,641-49.9% | $8,363-60.2% | $4,237-21.4% |
| Admin fee / account holder | $266 | $630-57.7% | $11,616-97.7% | $593-55.1% |