Filed December 5, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 52 · EIN 04-1590850 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Indirect Investment Fees | $46,185 |
TBS AGENCY INC3 years Filed as: TBS AGENCY, INC. Service code 53 · EIN 52-1473914 | Insurance Commissions | $19,012 |
METRO BENEFITS, INC.3 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY, SUITE 311 · PITTSBURGH, PA 15237 | Contract Administrator | $6,145 |
Service code 64 11224 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,576 | $37,196-33.9% | $154,107-84.1% | $55,725-55.9% |
| Participation rate | 60.0% | 64.1%-4.1pp | 83.0%-23.1pp | 70.9%-10.9pp |
| Annual return | -5.52% | 1319.68%-1325.2pp | 735.12%-740.6pp | 244.93%-250.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,601 | $2,068-22.6% | $5,081-68.5% | $3,356-52.3% |
| Admin fee / account holder | $112 | $102+10.7% | $13,411-99.2% | $115-2.4% |