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, LLC3+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE. · HAGATNA, GU 96910 | Recordkeeping | $94,926 |
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 | $43,852 | $81,537-46.2% | $149,718-70.7% | $69,631-37.0% |
| Participation rate | 98.7% | 86.1%+12.6pp | 87.1%+11.6pp | 70.7%+28.0pp |
| Annual return | 16.15% | 22.79%-6.6pp | 1501.63%-1485.5pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,268 | $3,239-60.8% | $5,445-76.7% | $2,032-37.6% |
| Participant deferral / active EE | $2,980 | $4,994-40.3% | $6,569-54.6% | $3,224-7.6% |
| Admin fee / account holder | $198 | $107+85.4% | $11,283-98.2% | $110+79.4% |