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 9-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 COMPANY1 year Filed as: LT TRUST Service code 15 · EIN 75-3182674 | Recordkeeping | $8,677 |
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $1,846 | $33,067-94.4% | $76,523-97.6% | $56,287-96.7% |
| Participation rate | 92.2% | 55.4%+36.8pp | 68.0%+24.2pp | 69.9%+22.3pp |
| Annual return | -20.23% | 2.72%-22.9pp | -0.27%-20.0pp | -9.96%-10.3pp |
| Employer contribution / active EE | $382 | $1,200-68.2% | $2,647-85.6% | $2,111-81.9% |
| Participant deferral / active EE | $999 | $2,240-55.4% | $3,835-74.0% | $3,350-70.2% |
| Admin fee / account holder | $53 | $537-90.1% | $4,848-98.9% | $521-89.8% |