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 12 · EIN 61-1607607 | Recordkeeping and information managem... | $5,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $73,994 | $55,636+33.0% | $81,983-9.7% | $73,488+0.7% |
| Participation rate | 61.3% | 62.3%-1.0pp | 69.2%-7.9pp | 70.7%-9.3pp |
| Annual return | 18.43% | 19.07%-0.6pp | 41.31%-22.9pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,508 | $1,625-7.2% | $2,498-39.6% | $2,270-33.6% |
| Participant deferral / active EE | $2,234 | $2,762-19.1% | $3,722-40.0% | $3,740-40.3% |
| Admin fee / account holder | $66 | $493-86.5% | $5,664-98.8% | $513-87.1% |