Filed April 2, 2018
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC4 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $115,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,400 | $41,647-29.4% | $96,139-69.4% | $86,799-66.1% |
| Participation rate | 93.0% | 50.2%+42.8pp | 68.4%+24.6pp | 72.3%+20.7pp |
| Annual return | 12.52% | 27.24%-14.7pp | 191.94%-179.4pp | 97.91%-85.4pp |
| Employer contribution / active EE | $1,327 | $1,318+0.7% | $2,797-52.5% | $2,405-44.8% |
| Participant deferral / active EE | $2,476 | $2,412+2.6% | $4,349-43.1% | $4,131-40.1% |
| Admin fee / account holder | $230 | $169+36.1% | $5,537-95.8% | $170+35.9% |