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 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $82,273 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,624 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,614 |
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 | $0 | $88,874-100.0% | $123,544-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.3%-82.3pp | 72.4%-72.4pp |
| Annual return | -3.87% | 4.22%-8.1pp | 119.20%-123.1pp | -0.04%-3.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $4,628-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,627 | $6,174-25.1% | $6,426-28.0% | $3,739+23.7% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |