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 7-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 15 · EIN 61-1607607 PO BOX 5508 · DENVER, CO 80217 | Recordkeeping | $15,804 |
Filed as: HUMAN INTEREST ADVISORS LLC Service code 13 · EIN 47-4307706 300 MONTAGOMERY STREET · SAN FRANCISCO, CA 94104 | Contract Administrator | $2,093 |
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 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 | $20,824 | $58,879-64.6% | $178,490-88.3% | $73,488-71.7% |
| Participation rate | 59.3% | 66.2%-6.9pp | 81.9%-22.6pp | 70.7%-11.4pp |
| Annual return | 37.46% | 24.86%+12.6pp | 151.07%-113.6pp | 28.51%+8.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,163 | $2,567+218.0% | $5,202+56.9% | $3,740+118.3% |
| Admin fee / account holder | $96 | $400-76.0% | $13,984-99.3% | $513-81.2% |