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 INC9+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $105,978 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,837 | $84,784+13.0% | $98,439-2.6% | $74,419+28.8% |
| Participation rate | 99.7% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | 18.35% | 20.59%-2.2pp | 21.16%-2.8pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,162 | $3,364-35.7% | $3,048-29.1% | $2,637-18.0% |
| Participant deferral / active EE | $5,263 | $5,218+0.9% | $4,738+11.1% | $4,528+16.2% |
| Admin fee / account holder | $210 | $204+2.8% | $8,948-97.6% | $348-39.5% |