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 | $26,247 |
RATHER & KITTRELL, INC.3 years Filed as: RATHER AND KITTRELL Service code 27 · EIN 91-2046298 | Advisory (Plan) | $14,284 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,664 | $65,061-71.3% | $143,757-87.0% | $66,914-72.1% |
| Participation rate | 95.8% | 65.2%+30.6pp | 80.3%+15.5pp | 69.8%+26.0pp |
| Annual return | -14.97% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $710 | $2,361-69.9% | $4,951-85.7% | $2,544-72.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $114 | $502-77.3% | $14,673-99.2% | $593-80.8% |