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, LLC3 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $98,138 |
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 | $25,655 | $39,948-35.8% | $89,391-71.3% | $73,409-65.1% |
| Participation rate | 91.9% | 50.4%+41.5pp | 68.0%+23.9pp | 72.2%+19.7pp |
| Annual return | 14.07% | 50.12%-36.0pp | 245.62%-231.5pp | 59.29%-45.2pp |
| Employer contribution / active EE | $1,280 | $1,200+6.7% | $2,586-50.5% | $2,234-42.7% |
| Participant deferral / active EE | $2,424 | $2,193+10.5% | $3,890-37.7% | $3,805-36.3% |
| Admin fee / account holder | $187 | $134+39.5% | $4,881-96.2% | $158+18.6% |