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 INC10+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $95,861 |
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 | $51,615 | $45,031+14.6% | $84,966-39.3% | $77,643-33.5% |
| Participation rate | 67.1% | 48.7%+18.4pp | 67.5%-0.4pp | 70.6%-3.5pp |
| Annual return | 10.24% | 79.22%-69.0pp | 66.38%-56.1pp | 31.24%-21.0pp |
| Employer contribution / active EE | $1,823 | $1,609+13.3% | $2,727-33.2% | $2,726-33.1% |
| Participant deferral / active EE | $1,762 | $2,807-37.2% | $4,519-61.0% | $4,647-62.1% |
| Admin fee / account holder | $232 | $912-74.6% | $6,149-96.2% | $430-46.2% |