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 10-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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $46,688 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $25,268 |
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 | $35,039 | $104,317-66.4% | $159,436-78.0% | $86,799-59.6% |
| Participation rate | 53.3% | 77.7%-24.4pp | 82.8%-29.5pp | 72.3%-19.0pp |
| Annual return | 19.42% | 26.32%-6.9pp | 263.57%-244.1pp | 97.91%-78.5pp |
| Employer contribution / active EE | $1,408 | $3,451-59.2% | $4,829-70.8% | $2,405-41.5% |
| Participant deferral / active EE | $4,537 | $6,837-33.6% | $7,352-38.3% | $4,131+9.8% |
| Admin fee / account holder | $236 | $172+37.0% | $10,799-97.8% | $170+39.1% |