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 COMPANY3 years Filed as: LT TRUST Service code 13 · EIN 61-1607607 | Contract Administrator | $5,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,665 | $65,041-49.8% | $90,951-64.1% | $79,858-59.1% |
| Participation rate | 47.4% | 61.6%-14.2pp | 69.0%-21.6pp | 69.6%-22.2pp |
| Annual return | 16.62% | 30.45%-13.8pp | 134.60%-118.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,350 | $2,512+33.3% | $3,373-0.7% | $3,740-10.4% |
| Admin fee / account holder | $174 | $4,536-96.2% | $5,959-97.1% | $5,306-96.7% |