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, LLC7 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $124,646 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,629 | $45,031-23.1% | $84,966-59.2% | $77,643-55.4% |
| Participation rate | 100.0% | 48.7%+51.3pp | 67.5%+32.5pp | 70.6%+29.4pp |
| Annual return | 10.28% | 79.22%-68.9pp | 66.38%-56.1pp | 31.24%-21.0pp |
| Employer contribution / active EE | $1,553 | $1,609-3.5% | $2,727-43.0% | $2,726-43.0% |
| Participant deferral / active EE | $2,805 | $2,807-0.1% | $4,519-37.9% | $4,647-39.6% |
| Admin fee / account holder | $262 | $912-71.3% | $6,149-95.7% | $430-39.2% |