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 | $40,845 |
RATHER & KITTRELL, INC.5 years Filed as: RATHER AND KITTRELL Service code 27 · EIN 91-2046298 | Advisory (Plan) | $12,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,281 | $50,815+12.7% | $155,509-63.2% | $77,643-26.2% |
| Participation rate | 41.2% | 63.1%-21.9pp | 78.2%-37.0pp | 70.6%-29.4pp |
| Annual return | 13.16% | 34.80%-21.6pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $642 | $1,993-67.8% | $4,672-86.3% | $2,726-76.4% |
| Participant deferral / active EE | $1,551 | $2,822-45.0% | $5,626-72.4% | $4,647-66.6% |
| Admin fee / account holder | $274 | $437-37.2% | $15,912-98.3% | $430-36.3% |