Filed March 14, 2025 (most recent of 2 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 | $42,329 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $18,429 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,085 | $137,414+12.1% | $189,513-18.7% | $85,850+79.5% |
| Participation rate | 98.8% | 84.6%+14.2pp | 87.8%+11.0pp | 69.3%+29.5pp |
| Annual return | 13.39% | 38.14%-24.8pp | 555.15%-541.8pp | 318.53%-305.1pp |
| Employer contribution / active EE | $7,985 | $4,344+83.8% | $6,162+29.6% | $2,565+211.3% |
| Participant deferral / active EE | $4,979 | $6,260-20.5% | $8,221-39.4% | $3,952+26.0% |
| Admin fee / account holder | $478 | $8,630-94.5% | $12,045-96.0% | $6,260-92.4% |