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) | $18,329 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,664 |
GATE CITY ADMINISTRATION LLC6 years Service code 13 5603D W FRIENDLY AVE · GREENSBORO, NC 27410 | Contract Administrator | $4,526 |
Filed as: RELIASTAR LIFE INSURANCE CO Service code 60 · EIN 41-0451140 | Sub-TA Fees | $147 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,007 | $47,126-72.4% | $149,673-91.3% | $74,419-82.5% |
| Participation rate | 99.0% | 63.4%+35.6pp | 78.8%+20.3pp | 70.7%+28.3pp |
| Annual return | -4.08% | 22.75%-26.8pp | 134.42%-138.5pp | 34.38%-38.5pp |
| Employer contribution / active EE | $741 | $1,905-61.1% | $4,818-84.6% | $2,637-71.9% |
| Participant deferral / active EE | $1,349 | $2,728-50.5% | $5,680-76.2% | $4,528-70.2% |
| Admin fee / account holder | $79 | $343-76.8% | $13,210-99.4% | $348-77.2% |