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, LLC5 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $4,445 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,271 | $49,451+7.7% | $79,550-33.0% | $66,914-20.4% |
| Participation rate | 83.7% | 61.3%+22.3pp | 69.5%+14.2pp | 69.8%+13.9pp |
| Annual return | -14.94% | 84.25%-99.2pp | 0.16%-15.1pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,383 | $1,266+9.3% | $2,413-42.7% | $2,544-45.6% |
| Participant deferral / active EE | $4,154 | $3,159+31.5% | $3,985+4.2% | $4,237-2.0% |
| Admin fee / account holder | $20 | $595-96.6% | $6,832-99.7% | $593-96.6% |