Filed April 24, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $16,183 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $94,178 | $89,355+5.4% | $141,162-33.3% | $72,985+29.0% |
| Participation rate | 76.5% | 75.1%+1.4pp | 82.5%-5.9pp | 69.5%+7.1pp |
| Annual return | 24.50% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $2,234 | $3,114-28.3% | $4,735-52.8% | $2,440-8.4% |
| Participant deferral / active EE | $5,550 | $5,418+2.4% | $6,709-17.3% | $3,607+53.8% |
| Admin fee / account holder | $165 | $5,958-97.2% | $10,261-98.4% | $5,124-96.8% |