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 TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $160,492 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,726 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,696 |
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 | $80,149 | $127,481-37.1% | $149,696-46.5% | $90,288-11.2% |
| Participation rate | 94.4% | 78.2%+16.2pp | 82.5%+12.0pp | 73.4%+21.1pp |
| Annual return | 20.27% | 57.78%-37.5pp | 276.60%-256.3pp | 53.97%-33.7pp |
| Employer contribution / active EE | $2,064 | $3,448-40.1% | $4,644-55.5% | $2,524-18.2% |
| Participant deferral / active EE | $6,158 | $6,975-11.7% | $6,842-10.0% | $4,232+45.5% |
| Admin fee / account holder | $100 | $152-33.9% | $9,309-98.9% | $114-12.0% |