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, LLC4 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $4,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,856 | $59,263+19.6% | $96,562-26.6% | $79,386-10.7% |
| Participation rate | 90.7% | 61.9%+28.8pp | 69.8%+20.9pp | 70.7%+20.0pp |
| Annual return | 14.69% | 27.07%-12.4pp | 37.78%-23.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,360 | $1,216+11.9% | $2,356-42.3% | $2,427-44.0% |
| Participant deferral / active EE | $4,157 | $2,948+41.0% | $3,849+8.0% | $4,046+2.8% |
| Admin fee / account holder | $22 | $658-96.7% | $6,181-99.6% | $626-96.5% |