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 TRUST2 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $13,662 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $100,222 | $98,750+1.5% | $149,696-33.0% | $79,858+25.5% |
| Participation rate | 78.2% | 75.8%+2.4pp | 82.5%-4.3pp | 69.6%+8.6pp |
| Annual return | 11.40% | 27.43%-16.0pp | 276.60%-265.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,288 | $3,216-28.9% | $4,644-50.7% | $2,471-7.4% |
| Participant deferral / active EE | $5,893 | $5,680+3.7% | $6,842-13.9% | $3,740+57.6% |
| Admin fee / account holder | $131 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |