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, LLC2 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $39,651 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,073 | $49,138-26.6% | $84,015-57.1% | $65,185-44.7% |
| Participation rate | 74.3% | 60.7%+13.6pp | 69.0%+5.3pp | 70.2%+4.1pp |
| Annual return | 19.39% | 23.00%-3.6pp | 71.31%-51.9pp | 29.38%-10.0pp |
| Employer contribution / active EE | $935 | $914+2.3% | $1,983-52.9% | $2,177-57.0% |
| Participant deferral / active EE | $1,937 | $2,397-19.2% | $3,239-40.2% | $3,514-44.9% |
| Admin fee / account holder | $333 | $543-38.7% | $6,101-94.5% | $847-60.7% |