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 INC2 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $22,292 |
Service code 49 · EIN 36-3580924 | Other Services | $2,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $68,414 | $86,655-21.1% | $119,609-42.8% | $66,914+2.2% |
| Participation rate | 65.5% | 75.6%-10.1pp | 79.3%-13.8pp | 69.8%-4.3pp |
| Annual return | -16.82% | -8.00%-8.8pp | -14.97%-1.9pp | 1.58%-18.4pp |
| Employer contribution / active EE | $887 | $2,536-65.0% | $4,232-79.0% | $2,544-65.1% |
| Participant deferral / active EE | $3,378 | $4,358-22.5% | $5,602-39.7% | $4,237-20.3% |
| Admin fee / account holder | $345 | $755-54.2% | $10,323-96.7% | $593-41.8% |