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, LLC3+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $16,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $5,307 | $28,416-81.3% | $73,545-92.8% | $69,631-92.4% |
| Participation rate | 51.6% | 38.3%+13.3pp | 54.9%-3.3pp | 70.7%-19.0pp |
| Annual return | 18.83% | -694.13%+713.0pp | -15.16%+34.0pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $249 | $430-42.2% | $1,219-79.6% | $2,032-87.8% |
| Participant deferral / active EE | $421 | $897-53.1% | $1,806-76.7% | $3,224-86.9% |
| Admin fee / account holder | $65 | $104-37.4% | $2,320-97.2% | $110-40.8% |