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, LLC5 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $106,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,895 | $34,677-31.1% | $77,024-69.0% | $64,808-63.1% |
| Participation rate | 93.7% | 49.8%+43.8pp | 67.9%+25.8pp | 71.5%+22.2pp |
| Annual return | -15.97% | -5.33%-10.6pp | 42.32%-58.3pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,306 | $1,370-4.7% | $2,812-53.6% | $2,506-47.9% |
| Participant deferral / active EE | $2,387 | $2,556-6.6% | $4,426-46.1% | $4,310-44.6% |
| Admin fee / account holder | $192 | $179+7.8% | $5,425-96.5% | $188+2.5% |