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 | $175,946 |
TAG RESOURCES, LLC6+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $100,516 |
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 | $28,726 | $48,082-40.3% | $77,482-62.9% | $106,222-73.0% |
| Participation rate | 14.2% | 33.6%-19.4pp | 54.2%-40.0pp | 70.8%-56.6pp |
| Annual return | 24.69% | 15.72%+9.0pp | 54.79%-30.1pp | 21.69%+3.0pp |
| Employer contribution / active EE | $134 | $457-70.7% | $986-86.4% | $2,723-95.1% |
| Participant deferral / active EE | $334 | $1,043-68.0% | $1,861-82.1% | $4,600-92.7% |
| Admin fee / account holder | $133 | $79+67.6% | $2,858-95.3% | $78+69.8% |