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 | $33,381 |
RATHER & KITTRELL, INC.4 years Filed as: RATHER AND KITTRELL Service code 27 · EIN 91-2046298 | Advisory (Plan) | $10,702 |
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 | $51,881 | $47,126+10.1% | $149,673-65.3% | $74,419-30.3% |
| Participation rate | 41.0% | 63.4%-22.4pp | 78.8%-37.8pp | 70.7%-29.7pp |
| Annual return | 14.92% | 22.75%-7.8pp | 134.42%-119.5pp | 34.38%-19.5pp |
| Employer contribution / active EE | $565 | $1,905-70.4% | $4,818-88.3% | $2,637-78.6% |
| Participant deferral / active EE | $1,461 | $2,728-46.4% | $5,680-74.3% | $4,528-67.7% |
| Admin fee / account holder | $226 | $343-34.2% | $13,210-98.3% | $348-35.2% |