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 TRUST4 years Service code 99 1510 WOODSTOCK RD · ROSWELL, GA 300752132 | Other Fees | $15,170 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $825 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,346 | $82,664+5.7% | $125,339-30.3% | $68,494+27.5% |
| Participation rate | 75.3% | 75.0%+0.2pp | 82.4%-7.1pp | 67.9%+7.4pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,232 | $3,381-34.0% | $4,814-53.6% | $2,596-14.0% |
| Participant deferral / active EE | $6,561 | $6,110+7.4% | $7,446-11.9% | $4,027+62.9% |
| Admin fee / account holder | $144 | $6,275-97.7% | $10,010-98.6% | $5,403-97.3% |