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 10-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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $16,924 |
TAG RESOURCES, LLC3+ years Filed as: TAG RESOURCES LLC Service code 15 · EIN 62-1874769 | Recordkeeping | $7,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,830 | $55,453-44.4% | $170,442-81.9% | $62,292-50.5% |
| Participation rate | 55.6% | 66.4%-10.7pp | 83.6%-28.0pp | 69.5%-13.9pp |
| Annual return | 18.99% | 21.38%-2.4pp | 205.93%-186.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,322 | $2,164-38.9% | $5,433-75.7% | $2,042-35.2% |
| Participant deferral / active EE | $2,121 | $2,303-7.9% | $4,939-57.1% | $3,169-33.1% |
| Admin fee / account holder | $190 | $455-58.2% | $13,880-98.6% | $479-60.3% |