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 INC8+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $56,521 |
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 | $120,647 | $102,553+17.6% | $151,611-20.4% | $66,914+80.3% |
| Participation rate | 90.8% | 85.5%+5.3pp | 87.5%+3.3pp | 69.8%+21.0pp |
| Annual return | -12.63% | -10.82%-1.8pp | 3.33%-16.0pp | 1.58%-14.2pp |
| Employer contribution / active EE | $2,979 | $4,180-28.8% | $6,166-51.7% | $2,544+17.1% |
| Participant deferral / active EE | $5,579 | $6,641-16.0% | $8,363-33.3% | $4,237+31.7% |
| Admin fee / account holder | $379 | $630-39.8% | $11,616-96.7% | $593-36.1% |