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 Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $16,287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,010 | $26,549-73.6% | $61,373-88.6% | $66,914-89.5% |
| Participation rate | 66.3% | 38.1%+28.2pp | 52.6%+13.7pp | 69.8%-3.5pp |
| Annual return | -16.28% | -16.21%-0.1pp | 338.61%-354.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $289 | $651-55.7% | $1,159-75.1% | $2,544-88.7% |
| Participant deferral / active EE | $617 | $1,338-53.9% | $2,125-71.0% | $4,237-85.4% |
| Admin fee / account holder | $87 | $409-78.8% | $2,130-95.9% | $593-85.4% |