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 9-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 COMPANY2 years Filed as: LT TRUST CO. Service code 13 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Contract Administrator | $10,622 |
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 | $16,841 | $37,196-54.7% | $154,107-89.1% | $55,725-69.8% |
| Participation rate | 85.5% | 64.1%+21.4pp | 83.0%+2.5pp | 70.9%+14.7pp |
| Annual return | -1.53% | 1319.68%-1321.2pp | 735.12%-736.6pp | 244.93%-246.5pp |
| Employer contribution / active EE | $2,870 | $1,614+77.8% | $5,298-45.8% | $2,078+38.1% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $26 | $102-74.7% | $13,411-99.8% | $115-77.7% |