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 TRUST3 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $51,863 |
RSM US LLP4 years Filed as: MCGLADREY LLP Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $15,225 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,469 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,353 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,556 | $104,317-40.0% | $159,436-60.8% | $86,799-27.9% |
| Participation rate | 95.6% | 77.7%+17.9pp | 82.8%+12.8pp | 72.3%+23.3pp |
| Annual return | 14.19% | 26.32%-12.1pp | 263.57%-249.4pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,791 | $3,451-48.1% | $4,829-62.9% | $2,405-25.5% |
| Participant deferral / active EE | $5,630 | $6,837-17.6% | $7,352-23.4% | $4,131+36.3% |
| Admin fee / account holder | $114 | $172-33.8% | $10,799-98.9% | $170-32.7% |