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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.
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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 |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $30,163 |
ASPIRE FINANCIAL SERVICES2 years Service code 15 · EIN 27-1033755 | Recordkeeping | $15,293 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,176 | $49,138+14.3% | $84,015-33.1% | $65,185-13.8% |
| Participation rate | 64.3% | 60.7%+3.5pp | 69.0%-4.7pp | 70.2%-5.9pp |
| Annual return | 21.96% | 23.00%-1.0pp | 71.31%-49.4pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,235 | $914+144.6% | $1,983+12.7% | $2,177+2.7% |
| Participant deferral / active EE | $4,743 | $2,397+97.9% | $3,239+46.4% | $3,514+35.0% |
| Admin fee / account holder | $388 | $543-28.6% | $6,101-93.6% | $847-54.2% |