Filed February 2, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $54,407 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,679 | $73,638-12.2% | $95,952-32.6% | $73,488-12.0% |
| Participation rate | 87.8% | 76.2%+11.6pp | 77.1%+10.7pp | 70.7%+17.1pp |
| Annual return | 7.11% | 16.78%-9.7pp | 91.61%-84.5pp | 28.51%-21.4pp |
| Employer contribution / active EE | $2,150 | $1,863+15.4% | $2,541-15.4% | $2,270-5.3% |
| Participant deferral / active EE | $3,295 | $3,617-8.9% | $4,167-20.9% | $3,740-11.9% |
| Admin fee / account holder | $304 | $482-37.0% | $6,795-95.5% | $513-40.8% |