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 7-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 COMPANY3+ years Service code 15 · EIN 61-1607607 5975 S. QUEBEC SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $63,513 |
ASCENSUS LLC2 years Filed as: FORUSALL ADVISORS LLC Service code 13 · EIN 46-1803145 809 LAUREL STREET #1328 · SAN CARLOS, CA 94070 | Contract Administrator | $9,405 |
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 | $7,811 | $29,369-73.4% | $77,482-89.9% | $73,409-89.4% |
| Participation rate | 91.4% | 37.9%+53.5pp | 54.2%+37.2pp | 72.2%+19.2pp |
| Annual return | 16.69% | 358.15%-341.5pp | 54.79%-38.1pp | 59.29%-42.6pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,149 | $941+234.7% | $1,861+69.2% | $3,805-17.3% |
| Admin fee / account holder | $63 | $123-48.3% | $2,858-97.8% | $158-59.8% |