Filed March 1, 2023
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, LLC2+ years Filed as: ASC TRUST CORPORATION Service code 15 120 FATHER DUENAS AVE · HAGATNA, GU 96910 | Recordkeeping | $117,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,032 | $71,802-3.9% | $133,980-48.5% | $57,658+19.7% |
| Participation rate | 83.1% | 85.5%-2.3pp | 87.1%-3.9pp | 70.2%+12.9pp |
| Annual return | 4.13% | 13.51%-9.4pp | 29.30%-25.2pp | 5.13%-1.0pp |
| Employer contribution / active EE | $2,122 | $3,161-32.9% | $5,211-59.3% | $1,974+7.5% |
| Participant deferral / active EE | $3,642 | $4,606-20.9% | $6,282-42.0% | $3,061+19.0% |
| Admin fee / account holder | $462 | $88+426.6% | $9,324-95.0% | $95+388.4% |