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 | $37,921 |
RATHER & KITTRELL, INC.2 years Filed as: RATHER AND KITTRELL Service code 27 · EIN 91-2046298 | Advisory (Plan) | $12,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,659 | $61,156-9.0% | $185,823-70.0% | $79,386-29.9% |
| Participation rate | 46.3% | 66.6%-20.3pp | 81.7%-35.4pp | 70.7%-24.4pp |
| Annual return | 14.33% | 19.45%-5.1pp | 122.05%-107.7pp | 116.85%-102.5pp |
| Employer contribution / active EE | $540 | $2,321-76.7% | $5,167-89.5% | $2,427-77.7% |
| Participant deferral / active EE | $1,551 | $2,789-44.4% | $5,568-72.2% | $4,046-61.7% |
| Admin fee / account holder | $230 | $710-67.6% | $16,237-98.6% | $626-63.3% |