Filed January 9, 2004
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 INC7+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $58,156 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,939 | $59,263+28.1% | $96,562-21.4% | $79,386-4.3% |
| Participation rate | 84.3% | 61.9%+22.4pp | 69.8%+14.5pp | 70.7%+13.6pp |
| Annual return | 12.21% | 27.07%-14.9pp | 37.78%-25.6pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,243 | $1,216+2.2% | $2,356-47.3% | $2,427-48.8% |
| Participant deferral / active EE | $3,394 | $2,948+15.1% | $3,849-11.8% | $4,046-16.1% |
| Admin fee / account holder | $254 | $658-61.4% | $6,181-95.9% | $626-59.5% |