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 8-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, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,315 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $8,629 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,990 | $61,156-85.3% | $185,823-95.2% | $79,386-88.7% |
| Participation rate | 96.1% | 66.6%+29.5pp | 81.7%+14.4pp | 70.7%+25.4pp |
| Annual return | 15.11% | 19.45%-4.3pp | 122.05%-106.9pp | 116.85%-101.7pp |
| Employer contribution / active EE | $2,441 | $2,321+5.2% | $5,167-52.8% | $2,427+0.6% |
| Participant deferral / active EE | $2,938 | $2,789+5.4% | $5,568-47.2% | $4,046-27.4% |
| Admin fee / account holder | $75 | $710-89.5% | $16,237-99.5% | $626-88.1% |