See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LT TRUST COMPANY4+ years Filed as: LT TRUST Service code 24 · EIN 41-1481683 1675 BROADWAY SUITE 500 · DENVER, CO 80202 | Discretionary Trustee | $5,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,987 | $44,473-10.1% | $76,523-47.7% | $55,725-28.2% |
| Participation rate | 8.2% | 51.0%-42.8pp | 68.0%-59.8pp | 70.9%-62.6pp |
| Annual return | -5.48% | -2.01%-3.5pp | -0.27%-5.2pp | 244.93%-250.4pp |
| Employer contribution / active EE | $0 | $1,101-100.0% | $2,647-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $289 | $1,988-85.4% | $3,835-92.5% | $3,356-91.4% |
| Admin fee / account holder | $147 | $134+9.4% | $4,848-97.0% | $115+27.4% |