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 |
|---|---|---|
TAG RESOURCES, LLC6 years Service code 15 · EIN 62-1874769 | Recordkeeping | $9,670 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $7,131 |
Service code 17 · EIN 94-3138723 | Pension Consulting | $430 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,643 | $27,839-83.3% | $58,482-92.1% | $71,457-93.5% |
| Participation rate | 82.1% | 34.5%+47.6pp | 50.9%+31.3pp | 67.9%+14.2pp |
| Annual return | 20.09% | 26.81%-6.7pp | 4239.32%-4219.2pp | 28.85%-8.8pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,295 | $1,206+7.3% | $1,924-32.7% | $4,289-69.8% |
| Admin fee / account holder | $72 | $1,641-95.6% | $2,516-97.1% | $1,587-95.5% |