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 | $29,548 |
RATHER & KITTRELL, INC.1 year Filed as: RATHER AND KITTRELL Service code 27 · EIN 91-2046298 | Advisory (Plan) | $12,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,564 | $58,879-15.8% | $178,490-72.2% | $73,488-32.6% |
| Participation rate | 43.2% | 66.2%-23.1pp | 81.9%-38.8pp | 70.7%-27.5pp |
| Annual return | 14.18% | 24.86%-10.7pp | 151.07%-136.9pp | 28.51%-14.3pp |
| Employer contribution / active EE | $572 | $2,236-74.4% | $5,011-88.6% | $2,270-74.8% |
| Participant deferral / active EE | $1,416 | $2,567-44.8% | $5,202-72.8% | $3,740-62.1% |
| Admin fee / account holder | $185 | $400-53.9% | $13,984-98.7% | $513-64.0% |