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: SENTRY LIFE INSURANCE CO Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $5,765 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,930 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $3,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,920 | $48,064-60.6% | $78,778-76.0% | $69,631-72.8% |
| Participation rate | 34.8% | 61.6%-26.8pp | 69.2%-34.4pp | 70.7%-35.9pp |
| Annual return | 32.50% | 21.81%+10.7pp | 35.62%-3.1pp | 27571.02%-27538.5pp |
| Employer contribution / active EE | $544 | $744-26.8% | $1,986-72.6% | $2,032-73.2% |
| Participant deferral / active EE | $1,438 | $2,079-30.8% | $2,958-51.4% | $3,224-55.4% |
| Admin fee / account holder | $74 | $152-51.3% | $5,134-98.6% | $110-32.9% |