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 TRUST8+ years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $57,888 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,275 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,383 | $82,202+84.2% | $125,339+20.8% | $64,808+133.6% |
| Participation rate | 98.4% | 77.9%+20.6pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | -15.61% | 3.48%-19.1pp | 572.05%-587.7pp | 32.82%-48.4pp |
| Employer contribution / active EE | $3,030 | $3,615-16.2% | $4,814-37.1% | $2,506+20.9% |
| Participant deferral / active EE | $8,245 | $7,175+14.9% | $7,446+10.7% | $4,310+91.3% |
| Admin fee / account holder | $197 | $163+20.5% | $10,010-98.0% | $188+4.7% |