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 INC10+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $65,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,552 | $122,239+13.3% | $184,203-24.8% | $74,495+86.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 86.8%-86.8pp | 67.2%-67.2pp |
| Annual return | 11.92% | 19.95%-8.0pp | 28.81%-16.9pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,585 | $4,537-43.0% | $6,427-59.8% | $2,623-1.5% |
| Participant deferral / active EE | $6,461 | $7,139-9.5% | $9,131-29.2% | $4,346+48.7% |
| Admin fee / account holder | $442 | $1,260-64.9% | $13,901-96.8% | $1,942-77.2% |