Filed December 28, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 TRUST7 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $306,147 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $84,484 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $83,856 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,967 | $145,877-29.4% | $150,045-31.4% | $102,872+0.1% |
| Participation rate | 95.2% | 79.8%+15.4pp | 82.3%+12.9pp | 73.0%+22.2pp |
| Annual return | 20.84% | 21.37%-0.5pp | 62.55%-41.7pp | 19.06%+1.8pp |
| Employer contribution / active EE | $2,510 | $4,710-46.7% | $4,693-46.5% | $3,526-28.8% |
| Participant deferral / active EE | $7,785 | $9,491-18.0% | $7,997-2.6% | $5,535+40.7% |
| Admin fee / account holder | $151 | $176-14.3% | $13,435-98.9% | $292-48.4% |