Filed November 6, 1998
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 | $50,514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,342 | $102,553-17.8% | $151,611-44.4% | $66,914+26.0% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.5%+10.6pp | 69.8%+28.3pp |
| Annual return | -15.38% | -10.82%-4.6pp | 3.33%-18.7pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,332 | $4,180-68.1% | $6,166-78.4% | $2,544-47.7% |
| Participant deferral / active EE | $5,199 | $6,641-21.7% | $8,363-37.8% | $4,237+22.7% |
| Admin fee / account holder | $404 | $630-35.8% | $11,616-96.5% | $593-31.9% |