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 INC5 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $15,395 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,614 |
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 | $115,991 | $73,638+57.5% | $95,952+20.9% | $73,488+57.8% |
| Participation rate | 96.0% | 76.2%+19.9pp | 77.1%+19.0pp | 70.7%+25.4pp |
| Annual return | 12.79% | 16.78%-4.0pp | 91.61%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $4,739 | $1,863+154.4% | $2,541+86.5% | $2,270+108.8% |
| Participant deferral / active EE | $3,448 | $3,617-4.7% | $4,167-17.3% | $3,740-7.8% |
| Admin fee / account holder | $21 | $482-95.6% | $6,795-99.7% | $513-95.8% |