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 | $43,819 |
TBS AGENCY INC5 years Filed as: TBS AGENCY, INC. Service code 53 · EIN 52-1473914 | Insurance Commissions | $19,386 |
METRO BENEFITS, INC.5 years Service code 13 · EIN 25-1541083 | Contract Administrator | $5,972 |
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 | $30,355 | $52,293-42.0% | $178,490-83.0% | $73,409-58.6% |
| Participation rate | 56.7% | 65.3%-8.6pp | 81.9%-25.2pp | 72.2%-15.5pp |
| Annual return | 12.90% | 34.75%-21.8pp | 151.07%-138.2pp | 59.29%-46.4pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,861 | $2,332-20.2% | $5,202-64.2% | $3,805-51.1% |
| Admin fee / account holder | $107 | $127-16.3% | $13,984-99.2% | $158-32.5% |