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 INC3+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $98,971 |
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 | $81,688 | $75,284+8.5% | $91,001-10.2% | $69,631+17.3% |
| Participation rate | 98.7% | 80.4%+18.3pp | 75.6%+23.1pp | 70.7%+28.0pp |
| Annual return | 18.41% | 48.40%-30.0pp | 4.60%+13.8pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,676 | $2,473-32.2% | $2,456-31.7% | $2,032-17.5% |
| Participant deferral / active EE | $3,343 | $3,700-9.6% | $3,547-5.8% | $3,224+3.7% |
| Admin fee / account holder | $225 | $111+103.9% | $5,417-95.8% | $110+104.1% |