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 INC8+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $76,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,309 | $34,677+22.0% | $77,024-45.1% | $64,808-34.7% |
| Participation rate | 58.9% | 49.8%+9.0pp | 67.9%-9.0pp | 71.5%-12.6pp |
| Annual return | -14.41% | -5.33%-9.1pp | 42.32%-56.7pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,378 | $1,370+0.6% | $2,812-51.0% | $2,506-45.0% |
| Participant deferral / active EE | $1,431 | $2,556-44.0% | $4,426-67.7% | $4,310-66.8% |
| Admin fee / account holder | $188 | $179+5.4% | $5,425-96.5% | $188+0.2% |