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 INC6+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $52,503 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $125,595 | $136,307-7.9% | $177,821-29.4% | $73,488+70.9% |
| Participation rate | 93.9% | 86.1%+7.8pp | 87.7%+6.1pp | 70.7%+23.2pp |
| Annual return | 12.23% | 18.68%-6.4pp | 48.32%-36.1pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,747 | $3,712-26.0% | $5,918-53.6% | $2,270+21.0% |
| Participant deferral / active EE | $5,034 | $5,829-13.6% | $7,714-34.7% | $3,740+34.6% |
| Admin fee / account holder | $360 | $596-39.6% | $12,427-97.1% | $513-29.9% |