Filed October 9, 2023
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 COMPANY4+ years Filed as: MG TRUST COMPANY, LLC Service code 50 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Direct Payment | $31,883 |
PENSION WORKS, INC.4+ years Filed as: PENSION WORKS, INC Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $14,975 |
ASPIRE FINANCIAL SERVICES4+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Contract Administrator | $7,597 |
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 | $61,719 | $73,102-15.6% | $123,544-50.0% | $56,287+9.7% |
| Participation rate | 90.4% | 74.3%+16.1pp | 82.3%+8.1pp | 69.9%+20.5pp |
| Annual return | -6.15% | 3.01%-9.2pp | 119.20%-125.3pp | -9.96%+3.8pp |
| Employer contribution / active EE | $5,893 | $2,977+98.0% | $4,628+27.3% | $2,111+179.2% |
| Participant deferral / active EE | $3,859 | $5,423-28.8% | $6,426-39.9% | $3,350+15.2% |
| Admin fee / account holder | $154 | $554-72.2% | $9,284-98.3% | $521-70.5% |