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 TRUST3 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $203,393 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $67,059 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,966 |
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 | $91,064 | $120,450-24.4% | $159,436-42.9% | $93,030-2.1% |
| Participation rate | 88.1% | 78.0%+10.2pp | 82.8%+5.3pp | 73.9%+14.2pp |
| Annual return | 16.38% | 27.11%-10.7pp | 263.57%-247.2pp | 158.70%-142.3pp |
| Employer contribution / active EE | $2,053 | $3,526-41.8% | $4,829-57.5% | $2,706-24.1% |
| Participant deferral / active EE | $6,342 | $7,283-12.9% | $7,352-13.7% | $4,562+39.0% |
| Admin fee / account holder | $109 | $137-20.2% | $10,799-99.0% | $152-28.1% |