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 INC2+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $88,213 |
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 | $70,698 | $74,024-4.5% | $77,999-9.4% | $57,658+22.6% |
| Participation rate | 96.8% | 79.7%+17.0pp | 75.5%+21.3pp | 70.2%+26.6pp |
| Annual return | 8.61% | 12.14%-3.5pp | 425.96%-417.3pp | 5.13%+3.5pp |
| Employer contribution / active EE | $2,993 | $2,365+26.5% | $2,470+21.2% | $1,974+51.6% |
| Participant deferral / active EE | $3,213 | $3,533-9.0% | $3,497-8.1% | $3,061+5.0% |
| Admin fee / account holder | $207 | $93+122.2% | $5,480-96.2% | $95+119.0% |