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) | $19,202 |
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,929 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,339 | $58,879-46.8% | $178,490-82.4% | $73,488-57.4% |
| Participation rate | 68.9% | 66.2%+2.7pp | 81.9%-13.0pp | 70.7%-1.8pp |
| Annual return | 14.13% | 24.86%-10.7pp | 151.07%-136.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $750 | $2,236-66.5% | $5,011-85.0% | $2,270-67.0% |
| Participant deferral / active EE | $2,694 | $2,567+4.9% | $5,202-48.2% | $3,740-28.0% |
| Admin fee / account holder | $218 | $400-45.5% | $13,984-98.4% | $513-57.5% |