See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY3 years Service code 15 · EIN 61-1607607 1675 BROADWAY ST., STE. 500 · DENVER, CO 80202 | Recordkeeping | $15,169 |
AMERICA'S 401K, INC.3 years Filed as: AMERICA'S BEST 401(K) Service code 26 17470 N. PACESETTER WAY · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $13,154 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $25,911 | $62,928-58.8% | $172,739-85.0% | $67,579-61.7% |
| Participation rate | 83.0% | 64.5%+18.5pp | 82.6%+0.4pp | 71.3%+11.7pp |
| Annual return | 22.50% | 30.36%-7.9pp | 802.84%-780.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,650 | $1,636+0.9% | $5,143-67.9% | $2,148-23.2% |
| Participant deferral / active EE | $5,556 | $2,145+159.0% | $5,198+6.9% | $3,539+57.0% |
| Admin fee / account holder | $105 | $167-37.3% | $13,954-99.3% | $142-26.5% |