Filed May 31, 2016
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 Service code 15 · EIN 39-0415000 | Recordkeeping | $53,352 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,593 | $98,982+23.9% | $162,163-24.4% | $65,185+88.1% |
| Participation rate | 92.9% | 85.8%+7.1pp | 87.6%+5.4pp | 70.2%+22.7pp |
| Annual return | 20.18% | 24.84%-4.7pp | 115.59%-95.4pp | 29.38%-9.2pp |
| Employer contribution / active EE | $2,663 | $3,467-23.2% | $5,614-52.6% | $2,177+22.3% |
| Participant deferral / active EE | $5,157 | $5,384-4.2% | $7,298-29.3% | $3,514+46.8% |
| Admin fee / account holder | $376 | $596-37.0% | $10,843-96.5% | $847-55.6% |