Filed September 18, 2025 (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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $40,233 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $24,082 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $110,593 | $102,553+7.8% | $151,611-27.1% | $66,914+65.3% |
| Participation rate | 86.0% | 85.5%+0.5pp | 87.5%-1.5pp | 69.8%+16.2pp |
| Annual return | -12.97% | -10.82%-2.2pp | 3.33%-16.3pp | 1.58%-14.6pp |
| Employer contribution / active EE | $7,491 | $4,180+79.2% | $6,166+21.5% | $2,544+194.4% |
| Participant deferral / active EE | $3,631 | $6,641-45.3% | $8,363-56.6% | $4,237-14.3% |
| Admin fee / account holder | $236 | $630-62.5% | $11,616-98.0% | $593-60.1% |