Filed September 9, 2026 (most recent of 3 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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $48,635 |
CMFG LIFE INSURANCE COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $13,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,199 | $122,239-31.1% | $184,203-54.3% | $74,495+13.0% |
| Participation rate | 79.2% | 85.5%-6.3pp | 86.8%-7.6pp | 67.2%+12.0pp |
| Annual return | 17.19% | 19.95%-2.8pp | 28.81%-11.6pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,495 | $4,537-23.0% | $6,427-45.6% | $2,623+33.2% |
| Participant deferral / active EE | $5,082 | $7,139-28.8% | $9,131-44.3% | $4,346+16.9% |
| Admin fee / account holder | $336 | $1,260-73.3% | $13,901-97.6% | $1,942-82.7% |