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 INC8+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $96,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,057 | $81,908+2.6% | $90,749-7.4% | $64,808+29.7% |
| Participation rate | 96.9% | 80.5%+16.4pp | 75.7%+21.2pp | 71.5%+25.5pp |
| Annual return | -15.48% | -12.53%-2.9pp | -12.16%-3.3pp | 32.82%-48.3pp |
| Employer contribution / active EE | $2,074 | $3,065-32.3% | $2,921-29.0% | $2,506-17.2% |
| Participant deferral / active EE | $4,855 | $4,840+0.3% | $4,564+6.4% | $4,310+12.6% |
| Admin fee / account holder | $196 | $157+24.7% | $8,445-97.7% | $188+4.4% |