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 TRUST5 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $205,667 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,033 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,863 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $300 |
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 | $80,955 | $107,459-24.7% | $135,903-40.4% | $80,160+1.0% |
| Participation rate | 93.9% | 78.0%+15.8pp | 81.9%+12.0pp | 72.9%+21.0pp |
| Annual return | 22.84% | 91.91%-69.1pp | 68.23%-45.4pp | 40.38%-17.5pp |
| Employer contribution / active EE | $2,246 | $3,877-42.1% | $4,856-53.8% | $2,978-24.6% |
| Participant deferral / active EE | $6,852 | $8,195-16.4% | $7,758-11.7% | $5,017+36.6% |
| Admin fee / account holder | $117 | $127-8.1% | $10,762-98.9% | $145-19.5% |