See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,864 |
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $326 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $40,521 | $47,977-15.5% | $154,107-73.7% | $56,287-28.0% |
| Participation rate | 14.3% | 66.2%-51.9pp | 83.0%-68.8pp | 69.9%-55.6pp |
| Annual return | -8.36% | 3.54%-11.9pp | 735.12%-743.5pp | -9.96%+1.6pp |
| Employer contribution / active EE | $336 | $2,169-84.5% | $5,298-93.7% | $2,111-84.1% |
| Participant deferral / active EE | $912 | $2,392-61.9% | $5,081-82.0% | $3,350-72.8% |
| Admin fee / account holder | $137 | $438-68.8% | $13,411-99.0% | $521-73.7% |