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 INC1 year Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $49,515 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $131,134 | $58,879+122.7% | $178,490-26.5% | $73,488+78.4% |
| Participation rate | 86.7% | 66.2%+20.4pp | 81.9%+4.7pp | 70.7%+16.0pp |
| Annual return | 16.98% | 24.86%-7.9pp | 151.07%-134.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $3,570 | $2,236+59.7% | $5,011-28.7% | $2,270+57.3% |
| Participant deferral / active EE | $8,598 | $2,567+234.9% | $5,202+65.3% | $3,740+129.9% |
| Admin fee / account holder | $431 | $400+7.6% | $13,984-96.9% | $513-16.1% |