Filed December 24, 2004 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 8-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, LLC8+ years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $54,435 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,458 | $81,357+77.6% | $75,972+90.1% | $199,593-27.6% |
| Participation rate | 98.8% | 69.9%+28.9pp | 69.1%+29.8pp | 72.0%+26.9pp |
| Annual return | 11.04% | 16.32%-5.3pp | 359.55%-348.5pp | 34.25%-23.2pp |
| Employer contribution / active EE | $1,764 | $3,341-47.2% | $2,685-34.3% | $3,034-41.9% |
| Participant deferral / active EE | $5,900 | $4,710+25.3% | $4,255+38.6% | $5,087+16.0% |
| Admin fee / account holder | $41 | $144-71.9% | $6,467-99.4% | $269-84.9% |