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 INC5+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $68,382 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,867 | $40,522-14.0% | $84,611-58.8% | $67,579-48.4% |
| Participation rate | 69.9% | 51.1%+18.8pp | 68.2%+1.6pp | 71.3%-1.4pp |
| Annual return | 20.53% | 32.72%-12.2pp | 258.74%-238.2pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,592 | $1,146+38.9% | $2,652-40.0% | $2,148-25.9% |
| Participant deferral / active EE | $1,441 | $2,132-32.4% | $3,899-63.0% | $3,539-59.3% |
| Admin fee / account holder | $168 | $145+15.9% | $4,912-96.6% | $142+18.4% |