Filed February 15, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
LETORT MANAGEMENT & TRUST CO.4+ years Filed as: LETORT MANAGEMENT & TRUST CO, Service code 15 · EIN 25-1900215 | Recordkeeping | $188,520 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $290,776 | $73,102+297.8% | $123,544+135.4% | $56,287+416.6% |
| Participation rate | 92.8% | 74.3%+18.4pp | 82.3%+10.5pp | 69.9%+22.9pp |
| Annual return | -6.00% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $11,535 | $2,977+287.5% | $4,628+149.2% | $2,111+446.4% |
| Participant deferral / active EE | $8,853 | $5,423+63.3% | $6,426+37.8% | $3,350+164.3% |
| Admin fee / account holder | $646 | $554+16.6% | $9,284-93.0% | $521+23.9% |