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 |
|---|---|---|
TAG RESOURCES, LLC1 year Service code 15 · EIN 62-1874769 | Recordkeeping | $3,759 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,613 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $7,289 | $58,083-87.5% | $80,019-90.9% | $56,287-87.1% |
| Participation rate | 64.3% | 73.6%-9.3pp | 75.8%-11.5pp | 69.9%-5.6pp |
| Annual return | -1.24% | 34.61%-35.9pp | 11.22%-12.5pp | -9.96%+8.7pp |
| Employer contribution / active EE | $1,122 | $1,932-41.9% | $2,468-54.5% | $2,111-46.8% |
| Participant deferral / active EE | $2,318 | $3,135-26.1% | $3,686-37.1% | $3,350-30.8% |
| Admin fee / account holder | $62 | $623-90.0% | $6,521-99.0% | $521-88.0% |