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 Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $29,152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,037 | $25,302-60.3% | $74,701-86.6% | $67,579-85.1% |
| Participation rate | 56.5% | 37.8%+18.6pp | 54.5%+2.0pp | 71.3%-14.8pp |
| Annual return | 18.20% | 10291.17%-10273.0pp | 752.92%-734.7pp | 378.56%-360.4pp |
| Employer contribution / active EE | $328 | $446-26.6% | $1,084-69.8% | $2,148-84.7% |
| Participant deferral / active EE | $940 | $954-1.4% | $1,964-52.1% | $3,539-73.4% |
| Admin fee / account holder | $107 | $108-0.8% | $3,333-96.8% | $142-25.0% |