Filed October 18, 2004
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 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, LLC1+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $6,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,065 | $33,745+33.5% | $64,105-29.7% | $55,191-18.3% |
| Participation rate | 66.7% | 59.4%+7.3pp | 68.2%-1.5pp | 69.2%-2.5pp |
| Annual return | 0.32% | 4.95%-4.6pp | 791.24%-790.9pp | 10.78%-10.5pp |
| Employer contribution / active EE | $970 | $641+51.3% | $1,820-46.7% | $1,899-48.9% |
| Participant deferral / active EE | $2,900 | $1,929+50.3% | $2,822+2.8% | $3,046-4.8% |
| Admin fee / account holder | $32 | $94-65.6% | $4,499-99.3% | $91-64.2% |