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 | $175,266 |
TAG RESOURCES, LLC5+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $85,722 |
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 | $22,164 | $27,322-18.9% | $74,701-70.3% | $82,204-73.0% |
| Participation rate | 16.4% | 31.7%-15.3pp | 54.5%-38.0pp | 73.4%-57.0pp |
| Annual return | 24.85% | 28.26%-3.4pp | 752.92%-728.1pp | 26.31%-1.5pp |
| Employer contribution / active EE | $150 | $324-53.7% | $1,084-86.1% | $2,707-94.5% |
| Participant deferral / active EE | $348 | $909-61.7% | $1,964-82.3% | $4,246-91.8% |
| Admin fee / account holder | $125 | $86+45.2% | $3,333-96.2% | $76+65.4% |