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 TRUST5+ years Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $57,030 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $897 |
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 | $153,245 | $88,122+73.9% | $141,162+8.6% | $67,579+126.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 22.24% | 75.40%-53.2pp | 71.39%-49.2pp | 378.56%-356.3pp |
| Employer contribution / active EE | $3,435 | $3,224+6.5% | $4,735-27.5% | $2,148+59.9% |
| Participant deferral / active EE | $6,941 | $5,958+16.5% | $6,709+3.5% | $3,539+96.1% |
| Admin fee / account holder | $189 | $131+44.2% | $10,261-98.2% | $142+32.6% |