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 COMPANY, INC. Service code 15 · EIN 61-1607607 | Recordkeeping | $19,724 |
PLAN STRATEGIES, INC.1 year Filed as: PSI Service code 27 · EIN 41-1910561 | Advisory (Plan) | $8,457 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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).
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 | $12,136 | $63,346-80.8% | $92,233-86.8% | $70,131-82.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.51% | 530.12%-518.6pp | 176.28%-164.8pp | 73.14%-61.6pp |
| Employer contribution / active EE | $2,706 | $2,471+9.5% | $3,679-26.5% | $2,342+15.5% |
| Participant deferral / active EE | $1,127 | $2,854-60.5% | $3,897-71.1% | $3,332-66.2% |
| Admin fee / account holder | $171 | $3,840-95.6% | $5,194-96.7% | $4,645-96.3% |