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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.
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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 COMPANY4 years Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $29,053 |
ASCENSUS LLC2 years Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $7,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,801 | $39,948-85.5% | $89,391-93.5% | $73,409-92.1% |
| Participation rate | 45.9% | 50.4%-4.5pp | 68.0%-22.0pp | 72.2%-26.2pp |
| Annual return | 19.72% | 50.12%-30.4pp | 245.62%-225.9pp | 59.29%-39.6pp |
| Employer contribution / active EE | $98 | $1,200-91.8% | $2,586-96.2% | $2,234-95.6% |
| Participant deferral / active EE | $727 | $2,193-66.9% | $3,890-81.3% | $3,805-80.9% |
| Admin fee / account holder | $79 | $134-41.4% | $4,881-98.4% | $158-50.2% |