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 |
|---|---|---|
Service code 50 · EIN 71-0294708 | Direct Payment | $63,550 |
ASSOCIATED PENSION SERVICES, INC.10+ years Service code 38 · EIN 36-3580924 | Participant Communication | $9,385 |
TBS AGENCY INC5 years Filed as: TBS AGENCY, INC. Service code 55 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,446 | $132,049-28.5% | $200,582-52.9% | $74,304+27.1% |
| Participation rate | 98.9% | 84.1%+14.8pp | 86.9%+12.0pp | 60.3%+38.5pp |
| Annual return | 15.62% | 22.22%-6.6pp | 42.33%-26.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $3,781 | $4,558-17.0% | $6,419-41.1% | $2,241+68.7% |
| Participant deferral / active EE | $5,037 | $7,213-30.2% | $9,331-46.0% | $3,767+33.7% |
| Admin fee / account holder | $349 | $2,405-85.5% | $16,305-97.9% | $2,969-88.2% |