Filed November 10, 1992
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 |
|---|---|---|
Service code 27 4800 DEER LAKE DR E · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $26,273 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,013 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,247 | $103,685-8.1% | $105,387-9.6% | $65,185+46.1% |
| Participation rate | 99.0% | 83.2%+15.8pp | 82.6%+16.5pp | 70.2%+28.8pp |
| Annual return | 21.81% | 23.88%-2.1pp | 26.82%-5.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $2,834 | $3,842-26.2% | $4,213-32.7% | $2,177+30.2% |
| Participant deferral / active EE | $4,483 | $5,634-20.4% | $5,502-18.5% | $3,514+27.6% |
| Admin fee / account holder | $314 | $399-21.2% | $6,559-95.2% | $847-62.9% |