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 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $110,698 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,798 | $101,523-36.2% | $141,162-54.1% | $77,787-16.7% |
| Participation rate | 91.6% | 77.4%+14.2pp | 82.5%+9.1pp | 73.2%+18.3pp |
| Annual return | 23.89% | 56.22%-32.3pp | 71.39%-47.5pp | 32.57%-8.7pp |
| Employer contribution / active EE | $7 | $3,341-99.8% | $4,735-99.9% | $2,504-99.7% |
| Participant deferral / active EE | $4,391 | $6,434-31.7% | $6,709-34.5% | $3,967+10.7% |
| Admin fee / account holder | $71 | $92-22.0% | $10,261-99.3% | $100-28.6% |