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 49 · EIN 36-3580924 | Other Services | $7,948 |
TBS AGENCY INC4 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
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).
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 | $78,285 | $88,083-11.1% | $164,813-52.5% | $74,495+5.1% |
| Participation rate | 66.2% | 73.0%-6.8pp | 78.6%-12.4pp | 67.2%-1.0pp |
| Annual return | 14.17% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $997 | $2,593-61.5% | $4,341-77.0% | $2,623-62.0% |
| Participant deferral / active EE | $3,186 | $4,498-29.2% | $6,031-47.2% | $4,346-26.7% |
| Admin fee / account holder | $302 | $2,234-86.5% | $12,690-97.6% | $1,942-84.5% |