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, LLC6 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $113,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,183 | $40,385-37.6% | $80,569-68.7% | $74,419-66.2% |
| Participation rate | 100.0% | 47.4%+52.6pp | 67.0%+33.0pp | 70.7%+29.3pp |
| Annual return | 16.19% | 164.85%-148.7pp | 935.43%-919.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,215 | $1,496-18.8% | $2,723-55.4% | $2,637-53.9% |
| Participant deferral / active EE | $2,187 | $2,674-18.2% | $4,447-50.8% | $4,528-51.7% |
| Admin fee / account holder | $183 | $720-74.6% | $5,377-96.6% | $348-47.5% |