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 INC8+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $143,962 |
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 | $70,287 | $71,142-1.2% | $119,609-41.2% | $64,808+8.5% |
| Participation rate | 86.3% | 78.6%+7.7pp | 79.3%+7.0pp | 71.5%+14.8pp |
| Annual return | -14.04% | -10.01%-4.0pp | -14.97%+0.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,401 | $2,497-43.9% | $4,232-66.9% | $2,506-44.1% |
| Participant deferral / active EE | $4,255 | $4,490-5.2% | $5,602-24.0% | $4,310-1.3% |
| Admin fee / account holder | $190 | $162+17.1% | $10,323-98.2% | $188+1.1% |