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 INC8 years Filed as: TBS AGENCY, INC. Service code 55 · EIN 52-1473914 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $24,551 |
METRO BENEFITS, INC.8 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $7,234 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,120 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,350 | $47,126-33.5% | $149,673-79.1% | $74,419-57.9% |
| Participation rate | 58.0% | 63.4%-5.4pp | 78.8%-20.7pp | 70.7%-12.7pp |
| Annual return | 15.26% | 22.75%-7.5pp | 134.42%-119.2pp | 34.38%-19.1pp |
| Employer contribution / active EE | $497 | $1,905-73.9% | $4,818-89.7% | $2,637-81.2% |
| Participant deferral / active EE | $2,365 | $2,728-13.3% | $5,680-58.4% | $4,528-47.8% |
| Admin fee / account holder | $4 | $343-98.9% | $13,210-100.0% | $348-98.9% |