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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.
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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 |
|---|---|---|
LT TRUST COMPANY9+ years Service code 13 · EIN 61-1607607 | Contract Administrator | $49,857 |
AHT INSURANCE1 year Filed as: AHT ADVISORY SERVICES, LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $40,272 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,236 | $129,021-29.3% | $184,203-50.5% | $77,643+17.5% |
| Participation rate | 96.0% | 87.3%+8.7pp | 86.8%+9.2pp | 70.6%+25.4pp |
| Annual return | 18.13% | 33.27%-15.1pp | 28.81%-10.7pp | 31.24%-13.1pp |
| Employer contribution / active EE | $3,958 | $4,413-10.3% | $6,427-38.4% | $2,726+45.2% |
| Participant deferral / active EE | $4,246 | $7,297-41.8% | $9,131-53.5% | $4,647-8.6% |
| Admin fee / account holder | $233 | $254-8.0% | $13,901-98.3% | $430-45.8% |