Filed July 7, 2026
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 9-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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $19,530 |
TAG RESOURCES, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,362 | $45,283-63.9% | $155,790-89.5% | $52,331-68.7% |
| Participation rate | 51.8% | 62.2%-10.4pp | 76.1%-24.3pp | 68.1%-16.3pp |
| Annual return | -2.41% | 1.80%-4.2pp | 71.54%-73.9pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,645 | $1,329+23.8% | $3,836-57.1% | $1,882-12.6% |
| Participant deferral / active EE | $3,305 | $2,854+15.8% | $4,797-31.1% | $3,022+9.4% |
| Admin fee / account holder | $161 | $981-83.6% | $7,478-97.9% | $592-72.8% |