Filed April 27, 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 | $58,629 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,345 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,824 | $86,897-57.6% | $151,611-75.7% | $64,808-43.2% |
| Participation rate | 99.2% | 87.3%+12.0pp | 87.5%+11.7pp | 71.5%+27.8pp |
| Annual return | -13.81% | -3.57%-10.2pp | 3.33%-17.1pp | 32.82%-46.6pp |
| Employer contribution / active EE | $4,054 | $4,010+1.1% | $6,166-34.2% | $2,506+61.8% |
| Participant deferral / active EE | $3,401 | $6,690-49.2% | $8,363-59.3% | $4,310-21.1% |
| Admin fee / account holder | $183 | $153+19.8% | $11,616-98.4% | $188-2.5% |