Filed April 14, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $217,213 |
TAG RESOURCES, LLC3+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $28,356 |
COULTER & JUSTUS3+ years Service code 10 · EIN 62-1532536 | Accounting | $2,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,882 | $27,687-17.4% | $73,545-68.9% | $177,276-87.1% |
| Participation rate | 12.5% | 34.9%-22.4pp | 54.9%-42.4pp | 74.8%-62.3pp |
| Annual return | 23.78% | 16.77%+7.0pp | -15.16%+38.9pp | 21.25%+2.5pp |
| Employer contribution / active EE | $142 | $291-51.2% | $1,219-88.4% | $2,479-94.3% |
| Participant deferral / active EE | $330 | $778-57.6% | $1,806-81.7% | $3,881-91.5% |
| Admin fee / account holder | $156 | $59+163.1% | $2,320-93.3% | $154+1.4% |