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 year Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $6,275 |
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 | $47,748 | $35,485+34.6% | $74,550-36.0% | $55,725-14.3% |
| Participation rate | 74.5% | 62.5%+12.0pp | 69.1%+5.4pp | 70.9%+3.6pp |
| Annual return | -4.44% | 0.72%-5.2pp | 32.53%-37.0pp | 244.93%-249.4pp |
| Employer contribution / active EE | $1,004 | $777+29.2% | $1,961-48.8% | $2,078-51.7% |
| Participant deferral / active EE | $2,760 | $2,181+26.6% | $3,108-11.2% | $3,356-17.7% |
| Admin fee / account holder | $31 | $114-73.1% | $5,060-99.4% | $115-73.3% |