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 INC10+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $63,845 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,703 | $87,870-21.8% | $113,168-39.3% | $74,304-7.5% |
| Participation rate | 96.2% | 70.7%+25.5pp | 76.6%+19.7pp | 60.3%+35.9pp |
| Annual return | 10.87% | 26.44%-15.6pp | 24.27%-13.4pp | 29.43%-18.6pp |
| Employer contribution / active EE | $2,661 | $2,277+16.9% | $2,975-10.6% | $2,241+18.7% |
| Participant deferral / active EE | $3,281 | $4,241-22.6% | $5,107-35.8% | $3,767-12.9% |
| Admin fee / account holder | $307 | $3,368-90.9% | $12,068-97.5% | $2,969-89.7% |