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 |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $5,350 |
TAG RESOURCES, LLC1 year Filed as: TAG RESOURCES LLC Service code 15 6322 DEANE HILL DRIVE STE 201 · KNOXVILLE, TN 379194901 | Recordkeeping | $5,196 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $145,382 | $79,523+82.8% | $140,016+3.8% | $56,287+158.3% |
| Participation rate | 97.4% | 85.7%+11.7pp | 87.5%+9.9pp | 69.9%+27.5pp |
| Annual return | 0.17% | 2.39%-2.2pp | 651.12%-651.0pp | -9.96%+10.1pp |
| Employer contribution / active EE | $3,554 | $3,350+6.1% | $5,606-36.6% | $2,111+68.3% |
| Participant deferral / active EE | $3,835 | $5,129-25.2% | $6,927-44.6% | $3,350+14.5% |
| Admin fee / account holder | $89 | $614-85.5% | $10,705-99.2% | $521-82.8% |