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 COMPANY1+ years Service code 15 · EIN 61-1607607 1675 BROADWAY STREET, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $18,371 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,145 | $46,360-9.1% | $147,614-71.4% | $52,331-19.5% |
| Participation rate | 84.4% | 64.9%+19.4pp | 84.6%-0.2pp | 68.1%+16.3pp |
| Annual return | 0.19% | 1.62%-1.4pp | 61.98%-61.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $3,931 | $2,126+84.9% | $5,564-29.4% | $1,882+108.9% |
| Participant deferral / active EE | $2,826 | $2,258+25.2% | $4,895-42.3% | $3,022-6.5% |
| Admin fee / account holder | $60 | $766-92.1% | $11,611-99.5% | $592-89.8% |