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 INC9+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $61,627 |
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 | $134,941 | $130,194+3.6% | $169,993-20.6% | $71,457+88.8% |
| Participation rate | 81.5% | 86.1%-4.6pp | 87.0%-5.5pp | 67.9%+13.6pp |
| Annual return | 13.94% | 20.37%-6.4pp | 53.37%-39.4pp | 28.85%-14.9pp |
| Employer contribution / active EE | $2,513 | $4,381-42.6% | $6,785-63.0% | $2,588-2.9% |
| Participant deferral / active EE | $5,979 | $6,923-13.6% | $10,408-42.6% | $4,289+39.4% |
| Admin fee / account holder | $432 | $966-55.3% | $12,815-96.6% | $1,587-72.8% |