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 TRUST1 year Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $36,707 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,938 |
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 | $154,011 | $89,652+71.8% | $141,162+9.1% | $65,185+136.3% |
| Participation rate | 99.1% | 74.7%+24.4pp | 82.5%+16.6pp | 70.2%+28.9pp |
| Annual return | 22.51% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $3,412 | $3,065+11.3% | $4,735-27.9% | $2,177+56.8% |
| Participant deferral / active EE | $8,512 | $5,691+49.6% | $6,709+26.9% | $3,514+142.3% |
| Admin fee / account holder | $223 | $569-60.7% | $10,261-97.8% | $847-73.6% |