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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $86,459 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
RSM US LLP1 year Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $369,336 | $51,620+615.5% | $90,281+309.1% | $65,185+466.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 19.17% | 24.94%-5.8pp | 78.10%-58.9pp | 29.38%-10.2pp |
| Employer contribution / active EE | $18,053 | $2,235+707.9% | $2,854+532.4% | $2,177+729.4% |
| Participant deferral / active EE | $14,846 | $2,871+417.2% | $3,885+282.1% | $3,514+322.5% |
| Admin fee / account holder | $492 | $384+28.0% | $5,351-90.8% | $847-42.0% |