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, LLC2 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $86,963 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,337 | $40,522-52.3% | $84,611-77.1% | $67,579-71.4% |
| Participation rate | 91.2% | 51.1%+40.1pp | 68.2%+23.0pp | 71.3%+19.9pp |
| Annual return | 18.89% | 32.72%-13.8pp | 258.74%-239.8pp | 378.56%-359.7pp |
| Employer contribution / active EE | $1,219 | $1,146+6.4% | $2,652-54.0% | $2,148-43.2% |
| Participant deferral / active EE | $2,214 | $2,132+3.8% | $3,899-43.2% | $3,539-37.5% |
| Admin fee / account holder | $153 | $145+5.6% | $4,912-96.9% | $142+7.8% |