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 LLC4+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $10,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $748 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $308,717 | $44,873+588.0% | $79,464+288.5% | $56,287+448.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -3.06% | 0.81%-3.9pp | 718.14%-721.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $17,215 | $2,140+704.5% | $2,800+514.7% | $2,111+715.5% |
| Participant deferral / active EE | $13,942 | $2,746+407.7% | $3,704+276.4% | $3,350+316.2% |
| Admin fee / account holder | $163 | $418-61.1% | $5,113-96.8% | $521-68.7% |