Filed July 7, 2026
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 9-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 |
|---|---|---|
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $8,461 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,540 |
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 | $30,305 | $56,972-46.8% | $182,532-83.4% | $65,185-53.5% |
| Participation rate | 63.6% | 66.5%-3.0pp | 78.0%-14.4pp | 70.2%-6.6pp |
| Annual return | 30.01% | 27.67%+2.3pp | 148.54%-118.5pp | 29.38%+0.6pp |
| Employer contribution / active EE | $1,970 | $1,615+22.0% | $4,076-51.7% | $2,177-9.5% |
| Participant deferral / active EE | $4,221 | $3,526+19.7% | $5,524-23.6% | $3,514+20.1% |
| Admin fee / account holder | $36 | $528-93.1% | $8,592-99.6% | $847-95.7% |