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, LLC4+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $18,339 |
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 | $4,979 | $28,109-82.3% | $71,086-93.0% | $56,287-91.2% |
| Participation rate | 85.6% | 40.4%+45.2pp | 54.7%+30.9pp | 69.9%+15.7pp |
| Annual return | -6.34% | -615.05%+608.7pp | 650.59%-656.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $480 | $558-13.9% | $1,088-55.9% | $2,111-77.3% |
| Participant deferral / active EE | $738 | $1,116-33.8% | $1,874-60.6% | $3,350-78.0% |
| Admin fee / account holder | $74 | $585-87.4% | $3,082-97.6% | $521-85.9% |