Filed July 3, 2015 (most recent of 4 filings on file)
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 INC4 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $38,851 |
Service code 49 · EIN 36-3580924 | Other Services | $17,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,656 | $122,239-31.6% | $184,203-54.6% | $74,495+12.3% |
| Participation rate | 96.5% | 85.5%+11.0pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 12.44% | 19.95%-7.5pp | 28.81%-16.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $3,349 | $4,537-26.2% | $6,427-47.9% | $2,623+27.7% |
| Participant deferral / active EE | $4,580 | $7,139-35.8% | $9,131-49.8% | $4,346+5.4% |
| Admin fee / account holder | $300 | $1,260-76.2% | $13,901-97.8% | $1,942-84.6% |