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 TRUST3 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $34,565 |
Filed as: DEMBO JONES PC Service code 10 6116 EXECUTIVE BLVD STE 500 · N BETHESDA, MD 20852 | Accounting | $13,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,314 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $844 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,201 | $105,181+63.7% | $159,436+8.0% | $85,850+100.6% |
| Participation rate | 97.8% | 75.8%+22.0pp | 82.8%+14.9pp | 69.3%+28.4pp |
| Annual return | 14.07% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $4,457 | $3,318+34.3% | $4,829-7.7% | $2,565+73.8% |
| Participant deferral / active EE | $7,993 | $5,945+34.5% | $7,352+8.7% | $3,952+102.3% |
| Admin fee / account holder | $325 | $6,933-95.3% | $10,799-97.0% | $6,260-94.8% |