See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC1+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $29,369 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,122 | $22,714-68.6% | $59,496-88.0% | $55,191-87.1% |
| Participation rate | 79.7% | 37.5%+42.2pp | 54.6%+25.1pp | 69.2%+10.5pp |
| Annual return | -4.30% | -44.01%+39.7pp | 182.05%-186.3pp | 10.78%-15.1pp |
| Employer contribution / active EE | $447 | $418+6.9% | $1,153-61.3% | $1,899-76.5% |
| Participant deferral / active EE | $885 | $843+5.0% | $1,829-51.6% | $3,046-70.9% |
| Admin fee / account holder | $75 | $83-10.3% | $2,232-96.7% | $91-17.7% |