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, LLC4 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $56,774 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,535 | $59,263-18.1% | $96,562-49.7% | $79,386-38.9% |
| Participation rate | 84.6% | 61.9%+22.7pp | 69.8%+14.8pp | 70.7%+13.9pp |
| Annual return | 12.39% | 27.07%-14.7pp | 37.78%-25.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $1,165 | $1,216-4.1% | $2,356-50.6% | $2,427-52.0% |
| Participant deferral / active EE | $2,695 | $2,948-8.6% | $3,849-30.0% | $4,046-33.4% |
| Admin fee / account holder | $430 | $658-34.7% | $6,181-93.0% | $626-31.3% |