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 |
|---|---|---|
Filed as: ADMIN GROUP, LLC DBA TAG RESOURCES Service code 15 · EIN 42-1484983 | Recordkeeping | $20,381 |
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $16,499 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $8,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,711 | $101,317-58.8% | $146,958-71.6% | $74,495-44.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 14.44% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,744 | $3,810-1.7% | $4,933-24.1% | $2,623+42.7% |
| Participant deferral / active EE | $5,972 | $7,303-18.2% | $8,070-26.0% | $4,346+37.4% |
| Admin fee / account holder | $258 | $1,739-85.2% | $12,998-98.0% | $1,942-86.7% |