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 | $67,549 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,594 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,695 | $88,122+21.1% | $141,162-24.4% | $67,579+57.9% |
| Participation rate | 78.2% | 76.5%+1.7pp | 82.5%-4.3pp | 71.3%+6.9pp |
| Annual return | 24.13% | 75.40%-51.3pp | 71.39%-47.3pp | 378.56%-354.4pp |
| Employer contribution / active EE | $3,549 | $3,224+10.1% | $4,735-25.0% | $2,148+65.3% |
| Participant deferral / active EE | $5,297 | $5,958-11.1% | $6,709-21.0% | $3,539+49.7% |
| Admin fee / account holder | $151 | $131+15.7% | $10,261-98.5% | $142+6.4% |