See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
LETORT MANAGEMENT & TRUST CO.5+ years Service code 15 · EIN 25-1900215 | Recordkeeping | $27,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,071 | $49,138-30.7% | $84,015-59.4% | $65,185-47.7% |
| Participation rate | 61.9% | 60.7%+1.1pp | 69.0%-7.1pp | 70.2%-8.3pp |
| Annual return | 18.36% | 23.00%-4.6pp | 71.31%-52.9pp | 29.38%-11.0pp |
| Employer contribution / active EE | $377 | $914-58.7% | $1,983-81.0% | $2,177-82.7% |
| Participant deferral / active EE | $3,334 | $2,397+39.1% | $3,239+2.9% | $3,514-5.1% |
| Admin fee / account holder | $191 | $543-64.8% | $6,101-96.9% | $847-77.5% |