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 PARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,020 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $3,964 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,970 | $73,638-7.7% | $95,952-29.2% | $73,488-7.5% |
| Participation rate | 94.4% | 76.2%+18.3pp | 77.1%+17.4pp | 70.7%+23.8pp |
| Annual return | 8.05% | 16.78%-8.7pp | 91.61%-83.6pp | 28.51%-20.5pp |
| Employer contribution / active EE | $1,574 | $1,863-15.5% | $2,541-38.1% | $2,270-30.7% |
| Participant deferral / active EE | $3,825 | $3,617+5.7% | $4,167-8.2% | $3,740+2.3% |
| Admin fee / account holder | $7 | $482-98.5% | $6,795-99.9% | $513-98.6% |