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 | $22,507 |
Service code 27 · EIN 59-1531281 | Advisory (Plan) | $19,859 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $9,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,892 | $100,923-51.6% | $150,045-67.4% | $74,304-34.2% |
| Participation rate | 92.1% | 70.1%+22.1pp | 82.3%+9.8pp | 60.3%+31.8pp |
| Annual return | 20.58% | 51.77%-31.2pp | 62.55%-42.0pp | 29.43%-8.9pp |
| Employer contribution / active EE | $3,599 | $3,463+3.9% | $4,693-23.3% | $2,241+60.6% |
| Participant deferral / active EE | $8,345 | $6,709+24.4% | $7,997+4.4% | $3,767+121.5% |
| Admin fee / account holder | $256 | $2,767-90.7% | $13,435-98.1% | $2,969-91.4% |