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 | $39,388 |
RATHER & KITTRELL, INC.3 years Filed as: RATHER AND KITTRELL Service code 27 · EIN 91-2046298 | Advisory (Plan) | $24,022 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,870 | $65,061-21.8% | $143,757-64.6% | $66,914-24.0% |
| Participation rate | 40.8% | 65.2%-24.4pp | 80.3%-39.6pp | 69.8%-29.0pp |
| Annual return | -15.13% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $564 | $2,361-76.1% | $4,951-88.6% | $2,544-77.8% |
| Participant deferral / active EE | $1,671 | $2,919-42.8% | $5,637-70.4% | $4,237-60.6% |
| Admin fee / account holder | $275 | $502-45.1% | $14,673-98.1% | $593-53.6% |