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 INC5+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $69,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,456 | $49,451+121.3% | $79,550+37.6% | $66,914+63.6% |
| Participation rate | 85.0% | 61.3%+23.7pp | 69.5%+15.5pp | 69.8%+15.2pp |
| Annual return | -13.66% | 84.25%-97.9pp | 0.16%-13.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $3,304 | $1,266+161.0% | $2,413+36.9% | $2,544+29.8% |
| Participant deferral / active EE | $5,967 | $3,159+88.9% | $3,985+49.7% | $4,237+40.8% |
| Admin fee / account holder | $294 | $595-50.5% | $6,832-95.7% | $593-50.4% |