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 year Service code 15 120 FATHER DUENAS AVE STE 110 · HAGATNA, GU 96910 | Recordkeeping | $80,611 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,489 | $44,473-67.4% | $76,523-81.1% | $55,725-74.0% |
| Participation rate | 93.1% | 51.0%+42.1pp | 68.0%+25.1pp | 70.9%+22.3pp |
| Annual return | -5.80% | -2.01%-3.8pp | -0.27%-5.5pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,190 | $1,101+8.0% | $2,647-55.1% | $2,078-42.8% |
| Participant deferral / active EE | $2,286 | $1,988+15.0% | $3,835-40.4% | $3,356-31.9% |
| Admin fee / account holder | $135 | $134+1.0% | $4,848-97.2% | $115+17.6% |