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 INC3+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $46,626 |
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 | $28,160 | $31,424-10.4% | $81,478-65.4% | $69,631-59.6% |
| Participation rate | 70.3% | 50.8%+19.5pp | 68.0%+2.3pp | 70.7%-0.4pp |
| Annual return | 17.07% | 22.44%-5.4pp | 38.78%-21.7pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,930 | $1,029+87.5% | $2,568-24.8% | $2,032-5.0% |
| Participant deferral / active EE | $1,340 | $1,838-27.1% | $3,537-62.1% | $3,224-58.4% |
| Admin fee / account holder | $117 | $103+14.2% | $4,561-97.4% | $110+6.1% |