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 INC6+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $82,340 |
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 | $103,129 | $85,135+21.1% | $98,907+4.3% | $73,409+40.5% |
| Participation rate | 98.6% | 81.1%+17.4pp | 76.0%+22.5pp | 72.2%+26.4pp |
| Annual return | 16.09% | 19.14%-3.1pp | 196.43%-180.3pp | 59.29%-43.2pp |
| Employer contribution / active EE | $2,674 | $2,721-1.7% | $2,689-0.6% | $2,234+19.7% |
| Participant deferral / active EE | $4,293 | $4,349-1.3% | $4,244+1.2% | $3,805+12.8% |
| Admin fee / account holder | $189 | $139+35.9% | $6,642-97.1% | $158+19.9% |