Filed October 13, 2003
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 INC1 year Filed as: TRUST POINT Service code 15 · EIN 39-0415000 | Recordkeeping | $53,452 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,222 | $125,758-5.2% | $169,993-29.9% | $75,163+58.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 19.51% | 27.20%-7.7pp | 53.37%-33.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $4,179 | $4,615-9.4% | $6,785-38.4% | $2,670+56.5% |
| Participant deferral / active EE | $7,004 | $6,837+2.4% | $10,408-32.7% | $4,125+69.8% |
| Admin fee / account holder | $418 | $8,173-94.9% | $12,815-96.7% | $5,651-92.6% |