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 37 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Loan Processing | $29,231 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $94,271 | $37,196+153.4% | $154,107-38.8% | $55,725+69.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -8.60% | 1319.68%-1328.3pp | 735.12%-743.7pp | 244.93%-253.5pp |
| Employer contribution / active EE | $5,739 | $1,614+255.5% | $5,298+8.3% | $2,078+176.1% |
| Participant deferral / active EE | $5,574 | $2,068+169.5% | $5,081+9.7% | $3,356+66.1% |
| Admin fee / account holder | $253 | $102+149.1% | $13,411-98.1% | $115+119.7% |