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 9-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 |
|---|---|---|
Filed as: ACROPOLIS INVESTMENT MANAGEMENT Service code 27 · EIN 32-0016216 | Advisory (Plan) | $26,898 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,699 | $89,652-42.3% | $141,162-63.4% | $65,185-20.7% |
| Participation rate | 92.3% | 74.7%+17.5pp | 82.5%+9.8pp | 70.2%+22.1pp |
| Annual return | 71.88% | 32.79%+39.1pp | 71.39%+0.5pp | 29.38%+42.5pp |
| Employer contribution / active EE | $3,573 | $3,065+16.6% | $4,735-24.5% | $2,177+64.2% |
| Participant deferral / active EE | $7,902 | $5,691+38.9% | $6,709+17.8% | $3,514+124.9% |
| Admin fee / account holder | $203 | $569-64.3% | $10,261-98.0% | $847-76.0% |