Filed September 27, 2022 (most recent of 2 filings on file)
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 INC1+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $34,992 |
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 | $31,507 | $27,330+15.3% | $67,711-53.5% | $55,191-42.9% |
| Participation rate | 73.6% | 47.5%+26.1pp | 67.5%+6.1pp | 69.2%+4.5pp |
| Annual return | -1.63% | 8.81%-10.4pp | 25.41%-27.0pp | 10.78%-12.4pp |
| Employer contribution / active EE | $2,519 | $855+194.7% | $2,559-1.6% | $1,899+32.7% |
| Participant deferral / active EE | $1,807 | $1,709+5.8% | $3,585-49.6% | $3,046-40.7% |
| Admin fee / account holder | $154 | $109+41.1% | $4,255-96.4% | $91+69.8% |