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 |
|---|---|---|
LT TRUST COMPANY2 years Service code 13 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Contract Administrator | $7,648 |
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 17470 N. PACESETTER WAY · SCOTTSDALE, AZ 85255 | Advisory (Participants) | $6,698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,214 | $55,453-70.8% | $170,442-90.5% | $62,292-74.0% |
| Participation rate | 36.2% | 66.4%-30.1pp | 83.6%-47.4pp | 69.5%-33.3pp |
| Annual return | 19.54% | 21.38%-1.8pp | 205.93%-186.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $772 | $2,164-64.3% | $5,433-85.8% | $2,042-62.2% |
| Participant deferral / active EE | $1,217 | $2,303-47.1% | $4,939-75.4% | $3,169-61.6% |
| Admin fee / account holder | $124 | $455-72.8% | $13,880-99.1% | $479-74.2% |