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 |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $81,717 |
KREITLER FINANCIAL, LLC1 year Service code 28 · EIN 06-1340298 | Investment Management | $47,183 |
KREITLER FINANCIAL, LLC2 years Filed as: KREITLER AND ASSOCIATES Service code 26 195 CHURCH STREET · NEW HAVEN, CT 06510 | Advisory (Participants) | $46,039 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 36-3109431 | Investment Management | $37,680 |
GRANT THORNTON LLP4 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $18,375 |
HEWITT ASSOCIATES LLC4 years Filed as: HEWITT ENNIS KNUPP, INC Service code 28 · EIN 36-3109431 | Investment Management | $12,890 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $115,430 | $129,352-10.8% | $70,449+63.8% | $106,222+8.7% |
| Participation rate | 18.4% | 73.1%-54.7pp | 75.1%-56.7pp | 70.8%-52.4pp |
| Annual return | 10.62% | 13.88%-3.3pp | 109.03%-98.4pp | 21.69%-11.1pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $2,737-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $418 | $4,597-90.9% | $3,709-88.7% | $4,600-90.9% |
| Admin fee / account holder | $35 | $37-5.0% | $3,845-99.1% | $78-55.5% |