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, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $10,206 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,850 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,089 | $56,152-28.6% | $185,823-78.4% | $73,409-45.4% |
| Participation rate | 52.7% | 67.6%-14.9pp | 78.0%-25.4pp | 72.2%-19.5pp |
| Annual return | 26.22% | 17.59%+8.6pp | 35.95%-9.7pp | 59.29%-33.1pp |
| Employer contribution / active EE | $1,707 | $1,532+11.4% | $4,087-58.2% | $2,234-23.6% |
| Participant deferral / active EE | $3,653 | $3,659-0.2% | $5,632-35.1% | $3,805-4.0% |
| Admin fee / account holder | $31 | $132-76.4% | $9,500-99.7% | $158-80.3% |