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, LLC2+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $13,078 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,149 | $23,385-82.3% | $69,182-94.0% | $57,658-92.8% |
| Participation rate | 74.4% | 37.9%+36.5pp | 55.1%+19.3pp | 70.2%+4.1pp |
| Annual return | -0.47% | -659.34%+658.9pp | -21.93%+21.5pp | 5.13%-5.6pp |
| Employer contribution / active EE | $328 | $422-22.4% | $1,206-72.8% | $1,974-83.4% |
| Participant deferral / active EE | $536 | $843-36.5% | $1,897-71.8% | $3,061-82.5% |
| Admin fee / account holder | $52 | $82-36.8% | $2,697-98.1% | $95-45.1% |