Filed April 2, 2018
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 |
|---|---|---|
ASC TRUST, LLC1+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE STE 110 · HAGATNA, GU 96910 | Recordkeeping | $34,228 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,325 | $27,330-73.2% | $67,711-89.2% | $55,191-86.7% |
| Participation rate | 84.9% | 47.5%+37.3pp | 67.5%+17.4pp | 69.2%+15.7pp |
| Annual return | -1.25% | 8.81%-10.1pp | 25.41%-26.7pp | 10.78%-12.0pp |
| Employer contribution / active EE | $886 | $855+3.6% | $2,559-65.4% | $1,899-53.3% |
| Participant deferral / active EE | $1,568 | $1,709-8.3% | $3,585-56.3% | $3,046-48.5% |
| Admin fee / account holder | $60 | $109-44.8% | $4,255-98.6% | $91-33.6% |