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) | $28,368 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $6,350 |
Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,350 | $65,376+3.0% | $87,100-22.7% | $65,185+3.3% |
| Participation rate | 90.9% | 75.3%+15.5pp | 76.9%+14.0pp | 70.2%+20.7pp |
| Annual return | 22.45% | 31.27%-8.8pp | 28.19%-5.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,373 | $1,822-24.7% | $2,521-45.5% | $2,177-36.9% |
| Participant deferral / active EE | $3,752 | $3,388+10.7% | $4,049-7.3% | $3,514+6.8% |
| Admin fee / account holder | $14 | $520-97.4% | $7,497-99.8% | $847-98.4% |