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, LLC7 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $5,764 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,794 | $59,417+7.4% | $93,606-31.8% | $74,495-14.4% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 10.73% | 81.83%-71.1pp | 133.20%-122.5pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,628 | $1,264+28.8% | $2,420-32.7% | $2,623-37.9% |
| Participant deferral / active EE | $4,595 | $3,050+50.7% | $4,411+4.2% | $4,346+5.7% |
| Admin fee / account holder | $23 | $3,021-99.2% | $8,285-99.7% | $1,942-98.8% |