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 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $49,213 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,656 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $169 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $305,703 | $98,750+209.6% | $149,696+104.2% | $79,858+282.8% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.5%+13.4pp | 69.6%+26.3pp |
| Annual return | 8.49% | 27.43%-18.9pp | 276.60%-268.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $7,247 | $3,216+125.3% | $4,644+56.1% | $2,471+193.3% |
| Participant deferral / active EE | $7,864 | $5,680+38.5% | $6,842+14.9% | $3,740+110.3% |
| Admin fee / account holder | $402 | $6,053-93.4% | $9,309-95.7% | $5,306-92.4% |