Filed November 9, 2005 (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 INC7+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $144,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,941 | $86,225-1.5% | $146,665-42.1% | $86,799-2.1% |
| Participation rate | 93.7% | 78.0%+15.7pp | 80.1%+13.6pp | 72.3%+21.4pp |
| Annual return | 13.81% | 31.23%-17.4pp | 22.74%-8.9pp | 97.91%-84.1pp |
| Employer contribution / active EE | $925 | $2,392-61.3% | $4,136-77.6% | $2,405-61.5% |
| Participant deferral / active EE | $4,099 | $4,245-3.4% | $5,506-25.6% | $4,131-0.8% |
| Admin fee / account holder | $198 | $195+1.4% | $10,280-98.1% | $170+16.8% |