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 COMPANY2 years Filed as: LT TRUST Service code 15 · EIN 75-3182674 | Recordkeeping | $11,889 |
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 | $2,423 | $38,365-93.7% | $84,611-97.1% | $65,185-96.3% |
| Participation rate | 75.9% | 55.7%+20.2pp | 68.2%+7.7pp | 70.2%+5.7pp |
| Annual return | 16.87% | 32.00%-15.1pp | 258.74%-241.9pp | 29.38%-12.5pp |
| Employer contribution / active EE | $327 | $1,258-74.0% | $2,652-87.7% | $2,177-85.0% |
| Participant deferral / active EE | $981 | $2,278-56.9% | $3,899-74.8% | $3,514-72.1% |
| Admin fee / account holder | $77 | $451-82.9% | $4,912-98.4% | $847-90.9% |