See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TRUST POINT INC3+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $42,562 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,212 | $55,453+71.7% | $170,442-44.1% | $62,292+52.8% |
| Participation rate | 82.4% | 66.4%+16.0pp | 83.6%-1.2pp | 69.5%+12.9pp |
| Annual return | 18.44% | 21.38%-2.9pp | 205.93%-187.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $672 | $2,164-69.0% | $5,433-87.6% | $2,042-67.1% |
| Participant deferral / active EE | $5,577 | $2,303+142.2% | $4,939+12.9% | $3,169+76.0% |
| Admin fee / account holder | $358 | $455-21.4% | $13,880-97.4% | $479-25.4% |