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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 COMPANY1 year Service code 13 · EIN 61-1607607 | Contract Administrator | $29,071 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 | Advisory (Participants) | $18,015 |
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.
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 | $8,420 | $57,921-85.5% | $84,750-90.1% | $57,658-85.4% |
| Participation rate | 85.2% | 72.9%+12.3pp | 76.6%+8.6pp | 70.2%+15.0pp |
| Annual return | 7.44% | 10.24%-2.8pp | 22.78%-15.3pp | 5.13%+2.3pp |
| Employer contribution / active EE | $178 | $2,598-93.1% | $3,574-95.0% | $1,974-91.0% |
| Participant deferral / active EE | $2,088 | $2,742-23.9% | $3,712-43.7% | $3,061-31.8% |
| Admin fee / account holder | $76 | $130-41.7% | $5,332-98.6% | $95-20.0% |