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, LLC3 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $10,530 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,635 | $54,573+9.3% | $90,951-34.4% | $73,488-18.9% |
| Participation rate | 86.3% | 61.2%+25.2pp | 69.0%+17.3pp | 70.7%+15.7pp |
| Annual return | 10.09% | 16.69%-6.6pp | 134.60%-124.5pp | 28.51%-18.4pp |
| Employer contribution / active EE | $1,244 | $991+25.5% | $2,122-41.4% | $2,270-45.2% |
| Participant deferral / active EE | $3,499 | $2,517+39.0% | $3,373+3.7% | $3,740-6.4% |
| Admin fee / account holder | $56 | $521-89.2% | $5,959-99.1% | $513-89.0% |