See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASC TRUST, LLC2 years Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $44,494 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,773 | $29,369-70.1% | $77,482-88.7% | $73,409-88.0% |
| Participation rate | 79.9% | 37.9%+42.0pp | 54.2%+25.7pp | 72.2%+7.7pp |
| Annual return | 9.69% | 358.15%-348.5pp | 54.79%-45.1pp | 59.29%-49.6pp |
| Employer contribution / active EE | $0 | $406-100.0% | $986-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $325 | $941-65.5% | $1,861-82.6% | $3,805-91.5% |
| Admin fee / account holder | $88 | $123-28.6% | $2,858-96.9% | $158-44.5% |