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 INC9+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $65,591 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,900 | $54,701+26.0% | $86,188-20.1% | $71,457-3.6% |
| Participation rate | 80.8% | 60.1%+20.7pp | 69.0%+11.8pp | 67.9%+12.8pp |
| Annual return | 16.58% | 20.06%-3.5pp | 1168.45%-1151.9pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,580 | $1,265+24.9% | $2,380-33.6% | $2,588-38.9% |
| Participant deferral / active EE | $4,768 | $3,108+53.4% | $3,985+19.6% | $4,289+11.2% |
| Admin fee / account holder | $247 | $1,922-87.2% | $6,852-96.4% | $1,587-84.5% |