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 | $45,742 |
TBS AGENCY INC4 years Filed as: TBS AGENCY, INC. Service code 53 · EIN 52-1473914 | Insurance Commissions | $19,517 |
METRO BENEFITS, INC.4 years Service code 13 · EIN 25-1541083 | Contract Administrator | $6,076 |
Service code 64 11225NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $136 |
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 | $27,953 | $62,928-55.6% | $172,739-83.8% | $67,579-58.6% |
| Participation rate | 56.6% | 64.5%-7.9pp | 82.6%-26.1pp | 71.3%-14.7pp |
| Annual return | 18.56% | 30.36%-11.8pp | 802.84%-784.3pp | 378.56%-360.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,563 | $2,145-27.1% | $5,198-69.9% | $3,539-55.8% |
| Admin fee / account holder | $112 | $167-32.5% | $13,954-99.2% | $142-21.0% |