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 INC8 years Service code 15 · EIN 39-0415000 | Recordkeeping | $59,506 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,268 | $122,239-8.2% | $184,203-39.1% | $74,495+50.7% |
| Participation rate | 94.6% | 85.5%+9.2pp | 86.8%+7.8pp | 67.2%+27.4pp |
| Annual return | 10.57% | 19.95%-9.4pp | 28.81%-18.2pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,481 | $4,537-67.4% | $6,427-77.0% | $2,623-43.5% |
| Participant deferral / active EE | $5,670 | $7,139-20.6% | $9,131-37.9% | $4,346+30.5% |
| Admin fee / account holder | $472 | $1,260-62.5% | $13,901-96.6% | $1,942-75.7% |