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, LLC3+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $35,183 |
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 | $10,482 | $28,416-63.1% | $73,545-85.7% | $69,631-84.9% |
| Participation rate | 78.2% | 38.3%+39.9pp | 54.9%+23.3pp | 70.7%+7.5pp |
| Annual return | 15.50% | -694.13%+709.6pp | -15.16%+30.7pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $465 | $430+8.0% | $1,219-61.9% | $2,032-77.1% |
| Participant deferral / active EE | $970 | $897+8.1% | $1,806-46.3% | $3,224-69.9% |
| Admin fee / account holder | $95 | $104-9.4% | $2,320-95.9% | $110-14.4% |