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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 6-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, LLC1+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $15,861 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,842 |
Participant contribution per participant 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.
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 | $1,150 | $35,485-96.8% | $74,550-98.5% | $55,725-97.9% |
| Participation rate | 85.2% | 62.5%+22.7pp | 69.1%+16.0pp | 70.9%+14.3pp |
| Annual return | 0.00% | 0.72%-0.7pp | 32.53%-32.5pp | 244.93%-244.9pp |
| Employer contribution / active EE | $717 | $777-7.8% | $1,961-63.5% | $2,078-65.5% |
| Participant deferral / active EE | $826 | $2,181-62.1% | $3,108-73.4% | $3,356-75.4% |
| Admin fee / account holder | $24 | $114-79.1% | $5,060-99.5% | $115-79.2% |