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 INC4+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $102,439 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,612 | $65,223+22.1% | $80,019-0.5% | $55,725+42.9% |
| Participation rate | 96.1% | 80.6%+15.5pp | 75.8%+20.2pp | 70.9%+25.2pp |
| Annual return | -6.78% | 7.59%-14.4pp | 11.22%-18.0pp | 244.93%-251.7pp |
| Employer contribution / active EE | $1,764 | $2,544-30.6% | $2,468-28.5% | $2,078-15.1% |
| Participant deferral / active EE | $3,523 | $3,881-9.2% | $3,686-4.4% | $3,356+5.0% |
| Admin fee / account holder | $245 | $114+114.6% | $6,521-96.2% | $115+112.8% |