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, LLC8 years Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $168,361 |
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 | $75,179 | $131,799-43.0% | $200,582-62.5% | $85,563-12.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 17.60% | 21.59%-4.0pp | 42.33%-24.7pp | 31.51%-13.9pp |
| Employer contribution / active EE | $3,469 | $4,532-23.5% | $6,419-46.0% | $2,654+30.7% |
| Participant deferral / active EE | $5,486 | $7,702-28.8% | $9,331-41.2% | $4,375+25.4% |
| Admin fee / account holder | $325 | $235+38.1% | $16,305-98.0% | $834-61.1% |