Filed August 22, 2008
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 PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $53,819 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $47,378 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
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 | $48,039 | $37,196+29.2% | $154,107-68.8% | $55,725-13.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -5.62% | 1319.68%-1325.3pp | 735.12%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $2,361 | $1,614+46.2% | $5,298-55.4% | $2,078+13.6% |
| Participant deferral / active EE | $4,835 | $2,068+133.8% | $5,081-4.8% | $3,356+44.1% |
| Admin fee / account holder | $229 | $102+125.3% | $13,411-98.3% | $115+98.7% |