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 |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $35,166 |
ASPIRE FINANCIAL SERVICES3 years Service code 15 · EIN 27-1033755 | Recordkeeping | $17,867 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,567 | $54,573+36.6% | $90,951-18.0% | $73,488+1.5% |
| Participation rate | 48.7% | 61.2%-12.4pp | 69.0%-20.3pp | 70.7%-21.9pp |
| Annual return | 16.58% | 16.69%-0.1pp | 134.60%-118.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $2,212 | $991+123.1% | $2,122+4.2% | $2,270-2.6% |
| Participant deferral / active EE | $4,649 | $2,517+84.7% | $3,373+37.8% | $3,740+24.3% |
| Admin fee / account holder | $440 | $521-15.5% | $5,959-92.6% | $513-14.2% |