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 INC10+ years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $70,417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,946 | $54,193+36.4% | $93,606-21.0% | $77,643-4.8% |
| Participation rate | 74.2% | 63.9%+10.3pp | 68.7%+5.5pp | 70.6%+3.7pp |
| Annual return | 13.47% | 30.54%-17.1pp | 133.20%-119.7pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,442 | $1,168+23.5% | $2,420-40.4% | $2,726-47.1% |
| Participant deferral / active EE | $4,491 | $3,144+42.9% | $4,411+1.8% | $4,647-3.4% |
| Admin fee / account holder | $273 | $576-52.6% | $8,285-96.7% | $430-36.6% |