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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $40,732 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $15,503 |
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 | $121,657 | $110,094+10.5% | $151,611-19.8% | $68,494+77.6% |
| Participation rate | 98.8% | 84.0%+14.9pp | 87.5%+11.3pp | 67.9%+30.9pp |
| Annual return | -15.61% | -10.12%-5.5pp | 3.33%-18.9pp | -7.84%-7.8pp |
| Employer contribution / active EE | $7,912 | $4,471+77.0% | $6,166+28.3% | $2,596+204.7% |
| Participant deferral / active EE | $5,080 | $6,527-22.2% | $8,363-39.3% | $4,027+26.1% |
| Admin fee / account holder | $439 | $7,719-94.3% | $11,616-96.2% | $5,403-91.9% |