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) | $61,238 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,436 | $82,202-37.4% | $125,339-59.0% | $64,808-20.6% |
| Participation rate | 96.1% | 77.9%+18.3pp | 82.4%+13.8pp | 71.5%+24.7pp |
| Annual return | -13.00% | 3.48%-16.5pp | 572.05%-585.0pp | 32.82%-45.8pp |
| Employer contribution / active EE | $4,042 | $3,615+11.8% | $4,814-16.0% | $2,506+61.3% |
| Participant deferral / active EE | $8,723 | $7,175+21.6% | $7,446+17.1% | $4,310+102.4% |
| Admin fee / account holder | $215 | $163+31.4% | $10,010-97.9% | $188+14.2% |