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 TRUST1 year Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $145,956 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,463 |
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 | $71,305 | $101,523-29.8% | $141,162-49.5% | $77,787-8.3% |
| Participation rate | 94.6% | 77.4%+17.2pp | 82.5%+12.1pp | 73.2%+21.4pp |
| Annual return | 31.91% | 56.22%-24.3pp | 71.39%-39.5pp | 32.57%-0.7pp |
| Employer contribution / active EE | $1,948 | $3,341-41.7% | $4,735-58.9% | $2,504-22.2% |
| Participant deferral / active EE | $5,531 | $6,434-14.0% | $6,709-17.6% | $3,967+39.4% |
| Admin fee / account holder | $75 | $92-18.1% | $10,261-99.3% | $100-25.1% |