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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 37 · EIN 11-3665754 | Loan Processing | $20,935 |
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $10,638 |
Employer contribution per participant 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 | $28,797 | $62,624-54.0% | $177,989-83.8% | $77,643-62.9% |
| Participation rate | 76.5% | 66.8%+9.6pp | 77.1%-0.6pp | 70.6%+5.9pp |
| Annual return | 13.48% | 16.16%-2.7pp | 294.48%-281.0pp | 31.24%-17.8pp |
| Employer contribution / active EE | $345 | $1,909-81.9% | $3,949-91.3% | $2,726-87.3% |
| Participant deferral / active EE | $1,886 | $4,219-55.3% | $6,276-70.0% | $4,647-59.4% |
| Admin fee / account holder | $75 | $386-80.6% | $10,363-99.3% | $430-82.6% |