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 15 · EIN 61-1607607 1675 BROADWAY · DENVER, CO 80202 | Recordkeeping | $7,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,209 | $55,453-90.6% | $170,442-96.9% | $62,292-91.6% |
| Participation rate | 27.4% | 66.4%-39.0pp | 83.6%-56.2pp | 69.5%-42.1pp |
| Annual return | 13.66% | 21.38%-7.7pp | 205.93%-192.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $292 | $2,164-86.5% | $5,433-94.6% | $2,042-85.7% |
| Participant deferral / active EE | $387 | $2,303-83.2% | $4,939-92.2% | $3,169-87.8% |
| Admin fee / account holder | $74 | $455-83.8% | $13,880-99.5% | $479-84.6% |