Filed December 5, 2014 (most recent of 3 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 8-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 INC1+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $62,281 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,973 | $42,548+132.6% | $74,550+32.8% | $56,287+75.8% |
| Participation rate | 81.6% | 60.5%+21.1pp | 69.1%+12.4pp | 69.9%+11.7pp |
| Annual return | -5.81% | 12.40%-18.2pp | 32.53%-38.3pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,198 | $855+157.0% | $1,961+12.1% | $2,111+4.1% |
| Participant deferral / active EE | $4,818 | $2,277+111.6% | $3,108+55.0% | $3,350+43.8% |
| Admin fee / account holder | $292 | $467-37.4% | $5,060-94.2% | $521-43.9% |