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, LLC2 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $97,631 |
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 | $23,533 | $62,928-62.6% | $172,739-86.4% | $67,579-65.2% |
| Participation rate | 99.4% | 64.5%+35.0pp | 82.6%+16.8pp | 71.3%+28.1pp |
| Annual return | 22.41% | 30.36%-8.0pp | 802.84%-780.4pp | 378.56%-356.2pp |
| Employer contribution / active EE | $2,382 | $1,636+45.6% | $5,143-53.7% | $2,148+10.9% |
| Participant deferral / active EE | $5,752 | $2,145+168.2% | $5,198+10.7% | $3,539+62.5% |
| Admin fee / account holder | $155 | $167-7.1% | $13,954-98.9% | $142+8.7% |