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 COMPANY5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $32,577 |
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $32,324 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,379 | $122,239+5.0% | $184,203-30.3% | $74,495+72.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 14.77% | 19.95%-5.2pp | 28.81%-14.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $7,771 | $4,537+71.3% | $6,427+20.9% | $2,623+196.3% |
| Participant deferral / active EE | $3,764 | $7,139-47.3% | $9,131-58.8% | $4,346-13.4% |
| Admin fee / account holder | $213 | $1,260-83.1% | $13,901-98.5% | $1,942-89.0% |