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 | $382,743 |
TAG RESOURCES, LLC7+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $228,434 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $3,501 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,542 | $51,728-56.4% | $80,716-72.1% | $106,520-78.8% |
| Participation rate | 13.4% | 33.9%-20.5pp | 54.2%-40.8pp | 71.3%-57.9pp |
| Annual return | 13.43% | 32.29%-18.9pp | 87.28%-73.8pp | 19.28%-5.9pp |
| Employer contribution / active EE | $114 | $460-75.2% | $1,160-90.2% | $2,840-96.0% |
| Participant deferral / active EE | $283 | $1,076-73.7% | $2,146-86.8% | $4,948-94.3% |
| Admin fee / account holder | $209 | $80+159.6% | $3,380-93.8% | $75+179.9% |