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 |
|---|---|---|
ACEC RETIREMENT TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $26,169 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,071 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,485 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,094 | $102,317+67.2% | $146,958+16.4% | $80,856+111.6% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.2%+14.9pp | 67.6%+29.4pp |
| Annual return | 13.98% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,933 | $3,713-47.9% | $4,933-60.8% | $2,755-29.8% |
| Participant deferral / active EE | $10,973 | $6,644+65.2% | $8,070+36.0% | $4,296+155.4% |
| Admin fee / account holder | $310 | $7,941-96.1% | $12,998-97.6% | $6,918-95.5% |