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 year Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $35,579 |
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 | $27,022 | $42,548-36.5% | $74,550-63.8% | $56,287-52.0% |
| Participation rate | 74.8% | 60.5%+14.4pp | 69.1%+5.7pp | 69.9%+5.0pp |
| Annual return | -6.38% | 12.40%-18.8pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $903 | $855+5.6% | $1,961-54.0% | $2,111-57.2% |
| Participant deferral / active EE | $1,853 | $2,277-18.6% | $3,108-40.4% | $3,350-44.7% |
| Admin fee / account holder | $292 | $467-37.6% | $5,060-94.2% | $521-44.0% |