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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $60,091 |
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 | $59,957 | $89,739-33.2% | $149,718-60.0% | $62,292-3.7% |
| Participation rate | 97.7% | 85.1%+12.6pp | 87.1%+10.6pp | 69.5%+28.2pp |
| Annual return | 15.16% | 21.01%-5.8pp | 1501.63%-1486.5pp | 28.90%-13.7pp |
| Employer contribution / active EE | $2,238 | $3,233-30.8% | $5,445-58.9% | $2,042+9.6% |
| Participant deferral / active EE | $4,009 | $4,797-16.4% | $6,569-39.0% | $3,169+26.5% |
| Admin fee / account holder | $383 | $551-30.5% | $11,283-96.6% | $479-20.0% |