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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $68,866 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $16,254 |
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 | $31,078 | $111,608-72.2% | $177,821-82.5% | $73,409-57.7% |
| Participation rate | 94.9% | 87.9%+7.0pp | 87.7%+7.1pp | 72.2%+22.7pp |
| Annual return | 17.56% | 18.23%-0.7pp | 48.32%-30.8pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,765 | $3,796-53.5% | $5,918-70.2% | $2,234-21.0% |
| Participant deferral / active EE | $4,241 | $6,199-31.6% | $7,714-45.0% | $3,805+11.5% |
| Admin fee / account holder | $123 | $166-25.7% | $12,427-99.0% | $158-22.1% |