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) | $59,469 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $52,572 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 · EIN 22-1211670 | Recordkeeping | $797 |
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 | $55,976 | $62,928-11.0% | $172,739-67.6% | $67,579-17.2% |
| Participation rate | 75.8% | 64.5%+11.3pp | 82.6%-6.9pp | 71.3%+4.5pp |
| Annual return | 20.74% | 30.36%-9.6pp | 802.84%-782.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,697 | $1,636+3.7% | $5,143-67.0% | $2,148-21.0% |
| Participant deferral / active EE | $3,642 | $2,145+69.8% | $5,198-29.9% | $3,539+2.9% |
| Admin fee / account holder | $225 | $167+35.1% | $13,954-98.4% | $142+58.2% |