Filed June 8, 2009
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 INC6 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000 | Recordkeeping | $23,386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,920 | $61,272-38.1% | $149,673-74.7% | $71,457-46.9% |
| Participation rate | 38.6% | 62.5%-23.9pp | 78.8%-40.1pp | 67.9%-29.3pp |
| Annual return | 16.66% | 35.85%-19.2pp | 134.42%-117.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $258 | $2,378-89.1% | $4,818-94.6% | $2,588-90.0% |
| Participant deferral / active EE | $914 | $2,917-68.7% | $5,680-83.9% | $4,289-78.7% |
| Admin fee / account holder | $254 | $1,261-79.8% | $13,210-98.1% | $1,587-84.0% |