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 TRUST1 year Service code 99 5801 TROTTER LANE · WEST BLOOMFIELD, MI 48322 | Other Fees | $37,710 |
RSM US LLP2 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $13,781 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,190 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,910 | $88,122-40.0% | $141,162-62.5% | $67,579-21.7% |
| Participation rate | 91.3% | 76.5%+14.9pp | 82.5%+8.8pp | 71.3%+20.0pp |
| Annual return | 21.76% | 75.40%-53.6pp | 71.39%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $1,557 | $3,224-51.7% | $4,735-67.1% | $2,148-27.5% |
| Participant deferral / active EE | $4,838 | $5,958-18.8% | $6,709-27.9% | $3,539+36.7% |
| Admin fee / account holder | $92 | $131-29.5% | $10,261-99.1% | $142-35.2% |