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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.
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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, LLC4+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $8,587 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $6,251 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,386 | $59,328-80.8% | $118,925-90.4% | $73,488-84.5% |
| Participation rate | 58.6% | 62.3%-3.7pp | 75.4%-16.8pp | 70.7%-12.1pp |
| Annual return | 13.58% | 19.13%-5.5pp | 35.88%-22.3pp | 28.51%-14.9pp |
| Employer contribution / active EE | $793 | $1,803-56.0% | $3,263-75.7% | $2,270-65.1% |
| Participant deferral / active EE | $1,233 | $2,604-52.7% | $4,265-71.1% | $3,740-67.0% |
| Admin fee / account holder | $110 | $600-81.7% | $6,581-98.3% | $513-78.6% |