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 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $39,191 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,410 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,912 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,525 | $101,317+120.6% | $146,958+52.1% | $74,495+200.1% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 15.17% | 8730.91%-8715.7pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $3,850 | $3,810+1.0% | $4,933-22.0% | $2,623+46.8% |
| Participant deferral / active EE | $10,308 | $7,303+41.1% | $8,070+27.7% | $4,346+137.2% |
| Admin fee / account holder | $332 | $1,739-80.9% | $12,998-97.4% | $1,942-82.9% |