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, LLC7 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $33,092 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,668 | $34,934-52.3% | $56,411-70.5% | $74,495-77.6% |
| Participation rate | 100.0% | 32.8%+67.2pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 10.30% | 25.94%-15.6pp | 1701.33%-1691.0pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $638 | $609+4.7% | $1,039-38.6% | $2,623-75.7% |
| Participant deferral / active EE | $1,916 | $1,170+63.7% | $1,952-1.9% | $4,346-55.9% |
| Admin fee / account holder | $150 | $2,364-93.6% | $2,829-94.7% | $1,942-92.3% |