Filed December 18, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $36,076 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,902 | $122,239-38.7% | $184,203-59.3% | $74,495+0.5% |
| Participation rate | 92.0% | 85.5%+6.5pp | 86.8%+5.1pp | 67.2%+24.8pp |
| Annual return | 14.98% | 19.95%-5.0pp | 28.81%-13.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $3,861 | $4,537-14.9% | $6,427-39.9% | $2,623+47.2% |
| Participant deferral / active EE | $3,939 | $7,139-44.8% | $9,131-56.9% | $4,346-9.4% |
| Admin fee / account holder | $267 | $1,260-78.8% | $13,901-98.1% | $1,942-86.2% |