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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.
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 | Contract Administrator | $33,300 |
AMERICA'S 401K, INC.2 years Filed as: AMERICA'S BEST 401(K) Service code 26 · EIN 47-2843220 | Advisory (Participants) | $24,166 |
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.
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 | $10,323 | $60,545-82.9% | $92,233-88.8% | $69,631-85.2% |
| Participation rate | 87.7% | 72.2%+15.6pp | 76.5%+11.2pp | 70.7%+17.0pp |
| Annual return | 19.57% | 19.71%-0.1pp | 176.28%-156.7pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $193 | $2,633-92.7% | $3,679-94.8% | $2,032-90.5% |
| Participant deferral / active EE | $2,616 | $2,828-7.5% | $3,897-32.9% | $3,224-18.8% |
| Admin fee / account holder | $81 | $145-44.0% | $5,194-98.4% | $110-26.6% |