Filed September 25, 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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $13,469 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,290 | $79,523-49.3% | $140,016-71.2% | $56,287-28.4% |
| Participation rate | 76.2% | 85.7%-9.5pp | 87.5%-11.3pp | 69.9%+6.3pp |
| Annual return | -6.34% | 2.39%-8.7pp | 651.12%-657.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $995 | $3,350-70.3% | $5,606-82.3% | $2,111-52.9% |
| Participant deferral / active EE | $3,069 | $5,129-40.2% | $6,927-55.7% | $3,350-8.4% |
| Admin fee / account holder | $120 | $614-80.4% | $10,705-98.9% | $521-76.9% |