Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 employees
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 | $45,145 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,408 | $81,537-75.0% | $149,718-86.4% | $69,631-70.7% |
| Participation rate | 89.8% | 86.1%+3.7pp | 87.1%+2.8pp | 70.7%+19.1pp |
| Annual return | 22.18% | 22.79%-0.6pp | 1501.63%-1479.5pp | 27571.02%-27548.8pp |
| Employer contribution / active EE | $932 | $3,239-71.2% | $5,445-82.9% | $2,032-54.1% |
| Participant deferral / active EE | $3,089 | $4,994-38.1% | $6,569-53.0% | $3,224-4.2% |
| Admin fee / account holder | $90 | $107-16.0% | $11,283-99.2% | $110-18.7% |