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 RETIREMENTPARNTERS LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,251 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $5,466 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,402 | $84,936-14.8% | $111,297-34.9% | $79,386-8.8% |
| Participation rate | 95.5% | 75.9%+19.6pp | 77.3%+18.2pp | 70.7%+24.8pp |
| Annual return | 13.09% | 17.45%-4.4pp | 54.65%-41.6pp | 116.85%-103.8pp |
| Employer contribution / active EE | $1,492 | $1,979-24.6% | $2,731-45.4% | $2,427-38.5% |
| Participant deferral / active EE | $4,105 | $3,888+5.6% | $4,487-8.5% | $4,046+1.5% |
| Admin fee / account holder | $9 | $537-98.3% | $7,964-99.9% | $626-98.6% |