See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC. Service code 50 · EIN 52-1473914 | Direct Payment | $25,728 |
Service code 13 · EIN 73-1554797 | Contract Administrator | $4,813 |
Filed as: MASS MUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,820 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $39,215 | $84,936-53.8% | $111,297-64.8% | $79,386-50.6% |
| Participation rate | 86.8% | 75.9%+11.0pp | 77.3%+9.5pp | 70.7%+16.1pp |
| Annual return | 51.40% | 17.45%+33.9pp | 54.65%-3.3pp | 116.85%-65.5pp |
| Employer contribution / active EE | $1,765 | $1,979-10.8% | $2,731-35.4% | $2,427-27.3% |
| Participant deferral / active EE | $2,606 | $3,888-33.0% | $4,487-41.9% | $4,046-35.6% |
| Admin fee / account holder | $47 | $537-91.2% | $7,964-99.4% | $626-92.4% |