Filed August 14, 1992
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 |
|---|---|---|
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,000 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $10,000 |
RSM US LLP1+ years Filed as: MCGLADERY & PULLEN, LLP Service code 10 · EIN 42-0714325 | Accounting | $10,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $1,737 |
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 | $249,784 | $41,854+496.8% | $73,843+238.3% | $52,331+377.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | 1.28% | 2.11%-0.8pp | 2267.84%-2266.6pp | 4.54%-3.3pp |
| Employer contribution / active EE | $15,915 | $1,920+728.8% | $2,787+471.0% | $1,882+745.8% |
| Participant deferral / active EE | $12,281 | $2,498+391.6% | $3,583+242.7% | $3,022+306.4% |
| Admin fee / account holder | $161 | $493-67.3% | $4,880-96.7% | $592-72.8% |