Filed December 14, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
TRUST POINT INC1+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $85,440 |
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 | $70,022 | $62,324+12.4% | $68,509+2.2% | $55,191+26.9% |
| Participation rate | 95.8% | 78.9%+16.9pp | 74.7%+21.0pp | 69.2%+26.6pp |
| Annual return | 2.96% | 4.26%-1.3pp | 8.27%-5.3pp | 10.78%-7.8pp |
| Employer contribution / active EE | $2,725 | $2,223+22.6% | $2,278+19.6% | $1,899+43.5% |
| Participant deferral / active EE | $2,932 | $3,425-14.4% | $3,382-13.3% | $3,046-3.8% |
| Admin fee / account holder | $220 | $91+141.0% | $5,275-95.8% | $91+142.6% |