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 TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $193,353 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,593 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,017 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,424 | $95,388-29.3% | $125,339-46.2% | $77,904-13.5% |
| Participation rate | 93.9% | 78.6%+15.3pp | 82.4%+11.5pp | 73.7%+20.2pp |
| Annual return | -14.55% | 116.19%-130.7pp | 572.05%-586.6pp | 12.21%-26.8pp |
| Employer contribution / active EE | $2,052 | $3,666-44.0% | $4,814-57.4% | $2,848-27.9% |
| Participant deferral / active EE | $6,298 | $7,711-18.3% | $7,446-15.4% | $4,806+31.1% |
| Admin fee / account holder | $97 | $119-18.5% | $10,010-99.0% | $133-27.0% |