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 7-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 |
|---|---|---|
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $5,220 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,069 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,613 | $63,114-92.7% | $92,893-95.0% | $65,185-92.9% |
| Participation rate | 91.0% | 68.8%+22.3pp | 76.0%+15.0pp | 70.2%+20.8pp |
| Annual return | 39.94% | 28.75%+11.2pp | 109.41%-69.5pp | 29.38%+10.6pp |
| Employer contribution / active EE | $1,173 | $2,571-54.4% | $3,653-67.9% | $2,177-46.1% |
| Participant deferral / active EE | $2,134 | $3,108-31.3% | $4,236-49.6% | $3,514-39.3% |
| Admin fee / account holder | $54 | $624-91.4% | $5,794-99.1% | $847-93.7% |