Filed June 1, 1995
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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,302 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $4,496 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
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 | $59,517 | $59,186+0.6% | $76,768-22.5% | $56,287+5.7% |
| Participation rate | 86.3% | 75.2%+11.1pp | 77.0%+9.4pp | 69.9%+16.5pp |
| Annual return | -6.49% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,216 | $1,759-30.9% | $2,485-51.1% | $2,111-42.4% |
| Participant deferral / active EE | $3,827 | $3,255+17.6% | $3,852-0.6% | $3,350+14.2% |
| Admin fee / account holder | $8 | $489-98.3% | $6,675-99.9% | $521-98.4% |