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 |
|---|---|---|
TAG RESOURCES, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,587 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,441 | $42,810-42.9% | $169,463-85.6% | $55,725-56.1% |
| Participation rate | 50.0% | 64.7%-14.7pp | 77.8%-27.8pp | 70.9%-20.9pp |
| Annual return | -5.68% | -3.61%-2.1pp | 1.83%-7.5pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,691 | $1,402+20.6% | $4,159-59.4% | $2,078-18.7% |
| Participant deferral / active EE | $3,516 | $3,141+11.9% | $5,277-33.4% | $3,356+4.8% |
| Admin fee / account holder | $84 | $106-20.7% | $9,109-99.1% | $115-26.6% |