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 INC5+ years Service code 15 · EIN 39-0415000 | Recordkeeping | $94,293 |
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 | $17,943 | $47,456-62.2% | $172,739-89.6% | $77,787-76.9% |
| Participation rate | 93.0% | 66.3%+26.7pp | 82.6%+10.3pp | 73.2%+19.8pp |
| Annual return | 24.45% | 35.57%-11.1pp | 802.84%-778.4pp | 32.57%-8.1pp |
| Employer contribution / active EE | $385 | $1,574-75.5% | $5,143-92.5% | $2,504-84.6% |
| Participant deferral / active EE | $3,129 | $2,560+22.2% | $5,198-39.8% | $3,967-21.1% |
| Admin fee / account holder | $90 | $81+10.8% | $13,954-99.4% | $100-10.5% |