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 RTIREMENT PANTRS L Service code 27 · EIN 47-1411118 | Advisory (Plan) | $69,230 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $59,696 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME 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 | $63,618 | $52,293+21.7% | $178,490-64.4% | $73,409-13.3% |
| Participation rate | 84.1% | 65.3%+18.8pp | 81.9%+2.2pp | 72.2%+12.0pp |
| Annual return | 15.62% | 34.75%-19.1pp | 151.07%-135.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $2,502 | $1,735+44.2% | $5,011-50.1% | $2,234+12.0% |
| Participant deferral / active EE | $4,774 | $2,332+104.7% | $5,202-8.2% | $3,805+25.4% |
| Admin fee / account holder | $241 | $127+89.6% | $13,984-98.3% | $158+53.0% |