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 9-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, LLC3 years Service code 15 · EIN 62-1874769 | Recordkeeping | $10,792 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,305 |
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 | $10,900 | $64,324-83.1% | $118,925-90.8% | $79,858-86.4% |
| Participation rate | 81.4% | 64.9%+16.5pp | 75.4%+6.0pp | 69.6%+11.8pp |
| Annual return | 19.49% | 86.45%-67.0pp | 35.88%-16.4pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,352 | $1,836-26.4% | $3,263-58.5% | $2,471-45.3% |
| Participant deferral / active EE | $2,894 | $2,824+2.5% | $4,265-32.1% | $3,740-22.6% |
| Admin fee / account holder | $180 | $4,040-95.5% | $6,581-97.3% | $5,306-96.6% |