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 TRUST1 year Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $62,147 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,161 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $144,873 | $89,652+61.6% | $141,162+2.6% | $65,185+122.2% |
| Participation rate | 80.5% | 74.7%+5.8pp | 82.5%-2.0pp | 70.2%+10.3pp |
| Annual return | 21.51% | 32.79%-11.3pp | 71.39%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,326 | $3,065-56.7% | $4,735-72.0% | $2,177-39.1% |
| Participant deferral / active EE | $6,867 | $5,691+20.7% | $6,709+2.4% | $3,514+95.4% |
| Admin fee / account holder | $186 | $569-67.2% | $10,261-98.2% | $847-78.0% |