See peer percentile detail with Solo.
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 7-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 COMPANY1 year Service code 15 · EIN 61-1607607 5975 S. QUEBEC, SUITE 330 · CENTENNIAL, CO 80111 | Recordkeeping | $10,986 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,231 | $53,162-69.5% | $91,220-82.2% | $68,494-76.3% |
| Participation rate | 98.2% | 63.2%+35.0pp | 73.2%+25.0pp | 67.9%+30.4pp |
| Annual return | -14.28% | -3.14%-11.1pp | 114.01%-128.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,681 | $1,709+173.9% | $2,850+64.2% | $2,596+80.3% |
| Participant deferral / active EE | $8,371 | $2,974+181.5% | $4,234+97.7% | $4,027+107.9% |
| Admin fee / account holder | $80 | $4,493-98.2% | $5,420-98.5% | $5,403-98.5% |