See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FLR 1 · JACKSONSVILLE, FL 322466484 | Advisory (Plan) | $20,640 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,937 |
KSJG, LLP2 years Filed as: KUSHNER SMITH JOANOU & GREGSON LLP Service code 10 8105 IRVINE CENTER DR., STE. 1000 · IRVINE, CA 92618 | Accounting | $9,360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,280 | $52,953-40.9% | $172,739-81.9% | $65,185-52.0% |
| Participation rate | 75.4% | 66.2%+9.2pp | 82.6%-7.3pp | 70.2%+5.2pp |
| Annual return | 21.22% | 30.12%-8.9pp | 802.84%-781.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $674 | $2,190-69.2% | $5,143-86.9% | $2,177-69.0% |
| Participant deferral / active EE | $2,052 | $2,471-16.9% | $5,198-60.5% | $3,514-41.6% |
| Admin fee / account holder | $306 | $472-35.1% | $13,954-97.8% | $847-63.9% |