See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST6+ years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $58,637 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,075 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,037 |
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 | $169,511 | $99,957+69.6% | $149,696+13.2% | $73,488+130.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 14.81% | 53.87%-39.1pp | 276.60%-261.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $3,520 | $3,191+10.3% | $4,644-24.2% | $2,270+55.1% |
| Participant deferral / active EE | $7,880 | $6,073+29.8% | $6,842+15.2% | $3,740+110.7% |
| Admin fee / account holder | $192 | $551-65.1% | $9,309-97.9% | $513-62.5% |