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 |
|---|---|---|
Filed as: GREAT WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $13,567 |
Filed as: RAYMOND JAMES & ASSOC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $10,038 |
Service code 13 16703 EARLY RISER AVENUE, SUITE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $1,750 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,609 | $37,393-50.2% | $77,024-75.8% | $66,914-72.2% |
| Participation rate | 93.2% | 52.9%+40.4pp | 67.9%+25.3pp | 69.8%+23.4pp |
| Annual return | -19.25% | -3.29%-16.0pp | 42.32%-61.6pp | 1.58%-20.8pp |
| Employer contribution / active EE | $1,695 | $1,531+10.7% | $2,812-39.7% | $2,544-33.4% |
| Participant deferral / active EE | $2,424 | $2,617-7.4% | $4,426-45.2% | $4,237-42.8% |
| Admin fee / account holder | $127 | $567-77.6% | $5,425-97.7% | $593-78.6% |