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 INC9+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $86,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,684 | $40,385+8.2% | $80,569-45.8% | $74,419-41.3% |
| Participation rate | 56.7% | 47.4%+9.3pp | 67.0%-10.3pp | 70.7%-14.0pp |
| Annual return | 13.49% | 164.85%-151.4pp | 935.43%-921.9pp | 34.38%-20.9pp |
| Employer contribution / active EE | $1,446 | $1,496-3.4% | $2,723-46.9% | $2,637-45.2% |
| Participant deferral / active EE | $1,461 | $2,674-45.4% | $4,447-67.1% | $4,528-67.7% |
| Admin fee / account holder | $198 | $720-72.5% | $5,377-96.3% | $348-43.1% |