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 7-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 INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $24,093 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $2,125 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $383 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,399 | $35,986-57.2% | $77,482-80.1% | $73,488-79.0% |
| Participation rate | 69.1% | 40.8%+28.2pp | 54.2%+14.9pp | 70.7%-1.6pp |
| Annual return | 20.44% | 19.26%+1.2pp | 54.79%-34.3pp | 28.51%-8.1pp |
| Employer contribution / active EE | $1,058 | $557+89.8% | $986+7.3% | $2,270-53.4% |
| Participant deferral / active EE | $1,573 | $1,198+31.3% | $1,861-15.5% | $3,740-57.9% |
| Admin fee / account holder | $171 | $466-63.4% | $2,858-94.0% | $513-66.8% |