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 COMPANY5+ years Filed as: MG TRUST COMPANY, LLC Service code 50 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Direct Payment | $34,254 |
PENSION WORKS, INC.5+ years Filed as: PENSION WORKS, INC Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $17,935 |
ASPIRE FINANCIAL SERVICES5+ years Filed as: ASPIRE FINANCIAL SERVICES LLC Service code 13 · EIN 27-1033755 4010 BOY SCOUT BOULEVARD · TAMPA, FL 33607 | Contract Administrator | $10,419 |
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 | $66,981 | $88,122-24.0% | $141,162-52.6% | $67,579-0.9% |
| Participation rate | 93.2% | 76.5%+16.8pp | 82.5%+10.8pp | 71.3%+22.0pp |
| Annual return | 24.31% | 75.40%-51.1pp | 71.39%-47.1pp | 378.56%-354.3pp |
| Employer contribution / active EE | $6,050 | $3,224+87.6% | $4,735+27.8% | $2,148+181.7% |
| Participant deferral / active EE | $4,008 | $5,958-32.7% | $6,709-40.3% | $3,539+13.2% |
| Admin fee / account holder | $145 | $131+11.0% | $10,261-98.6% | $142+2.1% |