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 INC5+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $97,819 |
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 | $95,992 | $74,347+29.1% | $93,606+2.5% | $67,579+42.0% |
| Participation rate | 97.7% | 80.6%+17.1pp | 75.8%+21.8pp | 71.3%+26.4pp |
| Annual return | 20.93% | 28.07%-7.1pp | 32.76%-11.8pp | 378.56%-357.6pp |
| Employer contribution / active EE | $1,792 | $2,583-30.6% | $2,718-34.1% | $2,148-16.6% |
| Participant deferral / active EE | $3,619 | $4,060-10.9% | $4,069-11.0% | $3,539+2.3% |
| Admin fee / account holder | $238 | $123+94.0% | $7,888-97.0% | $142+67.3% |