Filed April 20, 2026 (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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $46,538 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,688 | $70,667-33.9% | $123,104-62.1% | $52,331-10.8% |
| Participation rate | 95.0% | 83.7%+11.2pp | 86.8%+8.2pp | 68.1%+26.9pp |
| Annual return | -0.64% | 6.23%-6.9pp | 13.22%-13.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $2,076 | $2,946-29.5% | $5,151-59.7% | $1,882+10.3% |
| Participant deferral / active EE | $3,402 | $4,493-24.3% | $6,230-45.4% | $3,022+12.6% |
| Admin fee / account holder | $314 | $506-37.9% | $9,015-96.5% | $592-46.8% |