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 14 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Plan Administrator | $25,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,340 | $25,302-43.3% | $74,701-80.8% | $67,579-78.8% |
| Participation rate | 61.8% | 37.8%+24.0pp | 54.5%+7.4pp | 71.3%-9.5pp |
| Annual return | 20.14% | 10291.17%-10271.0pp | 752.92%-732.8pp | 378.56%-358.4pp |
| Employer contribution / active EE | $240 | $446-46.3% | $1,084-77.9% | $2,148-88.8% |
| Participant deferral / active EE | $935 | $954-1.9% | $1,964-52.4% | $3,539-73.6% |
| Admin fee / account holder | $92 | $108-15.0% | $3,333-97.3% | $142-35.7% |