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 |
|---|---|---|
TBS AGENCY INC6 years Filed as: TBS AGENCY, INC. Service code 53 · EIN 52-1473914 | Insurance Commissions | $23,825 |
Service code 52 · EIN 04-1590850 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Indirect Investment Fees | $21,103 |
METRO BENEFITS, INC.6 years Service code 13 · EIN 25-1541083 | Contract Administrator | $13,156 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,107 | $56,485-41.4% | $185,823-82.2% | $86,799-61.9% |
| Participation rate | 55.2% | 65.5%-10.3pp | 81.7%-26.5pp | 72.3%-17.1pp |
| Annual return | 12.29% | 118.04%-105.8pp | 122.05%-109.8pp | 97.91%-85.6pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,969 | $2,553-22.9% | $5,568-64.6% | $4,131-52.3% |
| Admin fee / account holder | $66 | $150-55.9% | $16,237-99.6% | $170-61.1% |