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, LLC6 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $5,255 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,937 | $54,701+2.3% | $86,188-35.1% | $71,457-21.7% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 17.02% | 20.06%-3.0pp | 1168.45%-1151.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,543 | $1,265+22.0% | $2,380-35.2% | $2,588-40.4% |
| Participant deferral / active EE | $4,394 | $3,108+41.4% | $3,985+10.3% | $4,289+2.5% |
| Admin fee / account holder | $21 | $1,922-98.9% | $6,852-99.7% | $1,587-98.7% |