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 |
|---|---|---|
TBS AGENCY INC3 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $18,125 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,465 |
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 | $89,256 | $62,586+42.6% | $76,768+16.3% | $64,186+39.1% |
| Participation rate | 98.9% | 72.8%+26.1pp | 77.0%+22.0pp | 69.6%+29.4pp |
| Annual return | -3.46% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,451 | $1,832+88.4% | $2,485+38.9% | $2,381+45.0% |
| Participant deferral / active EE | $3,710 | $3,145+18.0% | $3,852-3.7% | $3,470+6.9% |
| Admin fee / account holder | $33 | $4,667-99.3% | $6,675-99.5% | $4,888-99.3% |