See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,382 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,474 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,634 | $35,986-81.6% | $77,482-91.4% | $73,488-91.0% |
| Participation rate | 81.8% | 40.8%+41.0pp | 54.2%+27.6pp | 70.7%+11.1pp |
| Annual return | 25.10% | 19.26%+5.8pp | 54.79%-29.7pp | 28.51%-3.4pp |
| Employer contribution / active EE | $589 | $557+5.7% | $986-40.3% | $2,270-74.0% |
| Participant deferral / active EE | $1,488 | $1,198+24.2% | $1,861-20.1% | $3,740-60.2% |
| Admin fee / account holder | $86 | $466-81.4% | $2,858-97.0% | $513-83.2% |