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, LLC2 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $6,295 |
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 | $55,531 | $49,138+13.0% | $84,015-33.9% | $65,185-14.8% |
| Participation rate | 85.1% | 60.7%+24.4pp | 69.0%+16.1pp | 70.2%+14.9pp |
| Annual return | 23.60% | 23.00%+0.6pp | 71.31%-47.7pp | 29.38%-5.8pp |
| Employer contribution / active EE | $1,026 | $914+12.3% | $1,983-48.3% | $2,177-52.8% |
| Participant deferral / active EE | $3,094 | $2,397+29.1% | $3,239-4.5% | $3,514-12.0% |
| Admin fee / account holder | $28 | $543-94.9% | $6,101-99.5% | $847-96.7% |