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 INC2+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $64,715 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,488 | $49,138+137.1% | $84,015+38.7% | $65,185+78.7% |
| Participation rate | 81.7% | 60.7%+20.9pp | 69.0%+12.7pp | 70.2%+11.5pp |
| Annual return | 18.81% | 23.00%-4.2pp | 71.31%-52.5pp | 29.38%-10.6pp |
| Employer contribution / active EE | $2,371 | $914+159.5% | $1,983+19.5% | $2,177+8.9% |
| Participant deferral / active EE | $5,225 | $2,397+118.0% | $3,239+61.3% | $3,514+48.7% |
| Admin fee / account holder | $302 | $543-44.3% | $6,101-95.0% | $847-64.3% |