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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $55,595 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $12,824 |
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 | $28,274 | $88,515-68.1% | $162,163-82.6% | $67,579-58.2% |
| Participation rate | 93.5% | 86.8%+6.7pp | 87.6%+5.9pp | 71.3%+22.2pp |
| Annual return | 26.24% | 27.04%-0.8pp | 115.59%-89.3pp | 378.56%-352.3pp |
| Employer contribution / active EE | $1,351 | $3,563-62.1% | $5,614-75.9% | $2,148-37.1% |
| Participant deferral / active EE | $3,962 | $5,724-30.8% | $7,298-45.7% | $3,539+11.9% |
| Admin fee / account holder | $118 | $124-4.8% | $10,843-98.9% | $142-17.2% |