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 | $59,965 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,044 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,706 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,188 | $82,202+80.3% | $125,339+18.2% | $64,808+128.7% |
| Participation rate | 74.2% | 77.9%-3.6pp | 82.4%-8.1pp | 71.5%+2.8pp |
| Annual return | -17.99% | 3.48%-21.5pp | 572.05%-590.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,500 | $3,615-58.5% | $4,814-68.8% | $2,506-40.1% |
| Participant deferral / active EE | $7,863 | $7,175+9.6% | $7,446+5.6% | $4,310+82.4% |
| Admin fee / account holder | $203 | $163+24.1% | $10,010-98.0% | $188+7.9% |