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 TRUST6 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $253,940 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,812 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $49,458 |
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 | $92,518 | $122,186-24.3% | $146,958-37.0% | $199,593-53.6% |
| Participation rate | 94.3% | 78.3%+16.0pp | 82.2%+12.2pp | 72.0%+22.3pp |
| Annual return | 23.01% | 30.56%-7.6pp | 418.34%-395.3pp | 34.25%-11.2pp |
| Employer contribution / active EE | $2,260 | $4,093-44.8% | $4,933-54.2% | $3,034-25.5% |
| Participant deferral / active EE | $6,915 | $8,502-18.7% | $8,070-14.3% | $5,087+35.9% |
| Admin fee / account holder | $132 | $179-26.0% | $12,998-99.0% | $269-50.8% |