Filed May 26, 2004
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 |
|---|---|---|
Service code 28 · EIN 71-0294708 | Investment Management | $20,094 |
RATHER & KITTRELL, INC.1 year Filed as: RATHER AND KITTRELL Service code 27 · EIN 91-2046298 | Advisory (Plan) | $8,466 |
Form 5500 reported that benefits due were not provided when due.
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 | $18,946 | $58,879-67.8% | $178,490-89.4% | $73,488-74.2% |
| Participation rate | 98.3% | 66.2%+32.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 13.69% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $769 | $2,236-65.6% | $5,011-84.7% | $2,270-66.1% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $72 | $400-82.1% | $13,984-99.5% | $513-86.0% |