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) | $36,014 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $133,040-100.0% | $119,258-100.0% | $79,386-100.0% |
| Participation rate | 0.0% | 80.9%-80.9pp | 82.7%-82.7pp | 70.7%-70.7pp |
| Annual return | 15.63% | 20.05%-4.4pp | 30.69%-15.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $3,156 | $4,390-28.1% | $4,384-28.0% | $2,427+30.0% |
| Participant deferral / active EE | $5,312 | $6,448-17.6% | $6,111-13.1% | $4,046+31.3% |
| Admin fee / account holder | $0 | $686-100.0% | $7,226-100.0% | $626-100.0% |