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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $40,134 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $15,624 |
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 | $143,175 | $125,758+13.8% | $169,993-15.8% | $75,163+90.5% |
| Participation rate | 94.2% | 83.6%+10.6pp | 87.0%+7.2pp | 67.2%+27.0pp |
| Annual return | 16.51% | 27.20%-10.7pp | 53.37%-36.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $8,915 | $4,615+93.2% | $6,785+31.4% | $2,670+233.9% |
| Participant deferral / active EE | $5,383 | $6,837-21.3% | $10,408-48.3% | $4,125+30.5% |
| Admin fee / account holder | $443 | $8,173-94.6% | $12,815-96.5% | $5,651-92.2% |