Filed October 5, 2001
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 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $19,968 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,533 |
GATE CITY ADMINISTRATION LLC5 years Service code 13 5603D W FRIENDLY AVE · GREENSBORO, NC 27410 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,699 | $46,292-33.7% | $143,757-78.6% | $64,808-52.6% |
| Participation rate | 35.8% | 64.2%-28.4pp | 80.3%-44.5pp | 71.5%-35.6pp |
| Annual return | 4.03% | -10.05%+14.1pp | -0.04%+4.1pp | 32.82%-28.8pp |
| Employer contribution / active EE | $647 | $1,910-66.1% | $4,951-86.9% | $2,506-74.2% |
| Participant deferral / active EE | $1,158 | $2,646-56.2% | $5,637-79.5% | $4,310-73.1% |
| Admin fee / account holder | $203 | $154+32.1% | $14,673-98.6% | $188+8.2% |