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 TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $56,959 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,985 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $731 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $298,533 | $104,475+185.7% | $159,436+87.2% | $79,386+276.1% |
| Participation rate | 99.2% | 76.6%+22.5pp | 82.8%+16.3pp | 70.7%+28.5pp |
| Annual return | 18.89% | 67.95%-49.1pp | 263.57%-244.7pp | 116.85%-98.0pp |
| Employer contribution / active EE | $7,343 | $3,417+114.9% | $4,829+52.0% | $2,427+202.5% |
| Participant deferral / active EE | $8,337 | $6,467+28.9% | $7,352+13.4% | $4,046+106.1% |
| Admin fee / account holder | $416 | $711-41.5% | $10,799-96.1% | $626-33.6% |