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 COMPANY1 year Filed as: LT TRUST Service code 15 · EIN 61-1607607 PO BOX 5508 · DENVER, CO 80217 | Recordkeeping | $38,566 |
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 | $43,416 | $100,801-56.9% | $149,696-71.0% | $73,409-40.9% |
| Participation rate | 81.0% | 77.7%+3.4pp | 82.5%-1.4pp | 72.2%+8.9pp |
| Annual return | 43.74% | 265.34%-221.6pp | 276.60%-232.9pp | 59.29%-15.6pp |
| Employer contribution / active EE | $5,557 | $3,312+67.8% | $4,644+19.7% | $2,234+148.8% |
| Participant deferral / active EE | $11,498 | $6,404+79.5% | $6,842+68.1% | $3,805+202.2% |
| Admin fee / account holder | $98 | $181-45.7% | $9,309-98.9% | $158-37.8% |