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 TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $138,002 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,877 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,419 | $82,202+120.7% | $125,339+44.7% | $64,808+179.9% |
| Participation rate | 99.8% | 77.9%+21.9pp | 82.4%+17.4pp | 71.5%+28.3pp |
| Annual return | -16.66% | 3.48%-20.1pp | 572.05%-588.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $7,570 | $3,615+109.4% | $4,814+57.3% | $2,506+202.1% |
| Participant deferral / active EE | $11,955 | $7,175+66.6% | $7,446+60.5% | $4,310+177.4% |
| Admin fee / account holder | $248 | $163+51.8% | $10,010-97.5% | $188+32.0% |