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 FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $25,750 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $8,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,027 | $35,986+11.2% | $77,482-48.3% | $73,488-45.5% |
| Participation rate | 72.6% | 40.8%+31.7pp | 54.2%+18.4pp | 70.7%+1.9pp |
| Annual return | 21.62% | 19.26%+2.4pp | 54.79%-33.2pp | 28.51%-6.9pp |
| Employer contribution / active EE | $780 | $557+39.9% | $986-20.9% | $2,270-65.6% |
| Participant deferral / active EE | $2,408 | $1,198+101.0% | $1,861+29.4% | $3,740-35.6% |
| Admin fee / account holder | $207 | $466-55.6% | $2,858-92.8% | $513-59.7% |