See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ACEC RETIREMENT TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $13,884 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,452 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
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 | $42,272 | $98,750-57.2% | $149,696-71.8% | $79,858-47.1% |
| Participation rate | 86.8% | 75.8%+11.0pp | 82.5%+4.3pp | 69.6%+17.1pp |
| Annual return | 15.71% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $1,837 | $3,216-42.9% | $4,644-60.4% | $2,471-25.6% |
| Participant deferral / active EE | $6,962 | $5,680+22.6% | $6,842+1.8% | $3,740+86.2% |
| Admin fee / account holder | $66 | $6,053-98.9% | $9,309-99.3% | $5,306-98.8% |