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 INC3+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $66,662 |
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 | $128,595 | $54,573+135.6% | $90,951+41.4% | $73,488+75.0% |
| Participation rate | 96.9% | 61.2%+35.7pp | 69.0%+27.9pp | 70.7%+26.2pp |
| Annual return | 13.05% | 16.69%-3.6pp | 134.60%-121.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $2,884 | $991+190.9% | $2,122+35.9% | $2,270+27.0% |
| Participant deferral / active EE | $6,382 | $2,517+153.6% | $3,373+89.2% | $3,740+70.7% |
| Admin fee / account holder | $309 | $521-40.8% | $5,959-94.8% | $513-39.8% |