Filed June 13, 2002 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
KREITLER FINANCIAL, LLC2+ years Filed as: KREITLER FINANCIAL LLC Service code 26 265 CHURCH STREET · NEW HAVEN, CT 06510 | Advisory (Participants) | $322,785 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $16,248 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT ENNIS KNUPP, INC Service code 28 · EIN 22-2232264 | Investment Management | $8,593 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,735 | $92,091+2.9% | $62,995+50.4% | $77,958+21.5% |
| Participation rate | 75.7% | 74.5%+1.2pp | 74.8%+0.9pp | 71.6%+4.0pp |
| Annual return | 18.59% | 16.23%+2.4pp | 87.57%-69.0pp | 20.87%-2.3pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $1,239 | $3,361-63.1% | $3,329-62.8% | $3,537-65.0% |
| Admin fee / account holder | $50 | $48+4.4% | $3,600-98.6% | $97-48.6% |