Filed April 7, 2026 (most recent of 6 filings on file)
Total covered: 5 employees
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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $104,165 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $28,115 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,715 | $68,413-31.7% | $123,104-62.1% | $55,191-15.4% |
| Participation rate | 98.2% | 84.5%+13.6pp | 86.8%+11.4pp | 69.2%+29.0pp |
| Annual return | 0.93% | 6.30%-5.4pp | 13.22%-12.3pp | 10.78%-9.8pp |
| Employer contribution / active EE | $3,449 | $3,050+13.1% | $5,151-33.0% | $1,899+81.6% |
| Participant deferral / active EE | $3,009 | $4,490-33.0% | $6,230-51.7% | $3,046-1.2% |
| Admin fee / account holder | $173 | $88+96.9% | $9,015-98.1% | $91+90.5% |