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 COMPANY2+ years Service code 15 · EIN 61-1607607 1675 BROADWAY STREET, SUITE 500 · DENVER, CO 80202 | Recordkeeping | $21,621 |
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 | $47,644 | $36,916+29.1% | $156,549-69.6% | $57,658-17.4% |
| Participation rate | 77.8% | 63.4%+14.4pp | 84.0%-6.2pp | 70.2%+7.6pp |
| Annual return | 8.20% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $3,675 | $1,571+134.0% | $5,501-33.2% | $1,974+86.2% |
| Participant deferral / active EE | $2,451 | $1,926+27.3% | $4,871-49.7% | $3,061-19.9% |
| Admin fee / account holder | $68 | $82-18.1% | $13,027-99.5% | $95-28.5% |