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 INC9 years Filed as: TBS AGENCY, INC. Service code 55 · EIN 52-1473914 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $29,907 |
METRO BENEFITS, INC.9 years Service code 13 · EIN 25-1541083 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $9,196 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,677 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,220 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,192 | $50,815-20.9% | $155,509-74.2% | $77,643-48.2% |
| Participation rate | 59.9% | 63.1%-3.2pp | 78.2%-18.3pp | 70.6%-10.7pp |
| Annual return | 11.42% | 34.80%-23.4pp | 64.67%-53.2pp | 31.24%-19.8pp |
| Employer contribution / active EE | $574 | $1,993-71.2% | $4,672-87.7% | $2,726-78.9% |
| Participant deferral / active EE | $2,764 | $2,822-2.1% | $5,626-50.9% | $4,647-40.5% |
| Admin fee / account holder | $9 | $437-97.9% | $15,912-99.9% | $430-97.9% |