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 INS. CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $24,022 |
TAG RESOURCES, LLC2+ years Service code 15 · EIN 62-1874769 | Recordkeeping | $6,145 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,080 | $22,291-18.9% | $69,182-73.9% | $63,975-71.7% |
| Participation rate | 7.7% | 35.3%-27.5pp | 55.1%-47.4pp | 71.1%-63.4pp |
| Annual return | 4.07% | 9.30%-5.2pp | -21.93%+26.0pp | 48.65%-44.6pp |
| Employer contribution / active EE | $0 | $325-100.0% | $1,206-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $115 | $808-85.8% | $1,897-94.0% | $3,356-96.6% |
| Admin fee / account holder | $196 | $73+168.3% | $2,697-92.7% | $70+178.1% |