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 | $40,208 |
RATHER & KITTRELL, INC.6 years Filed as: RATHER AND KITTRELL Service code 27 · EIN 91-2046298 | Advisory (Plan) | $13,737 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $6,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,281 | $50,982+22.2% | $154,803-59.8% | $85,563-27.2% |
| Participation rate | 44.1% | 59.8%-15.7pp | 78.1%-34.0pp | 66.0%-21.8pp |
| Annual return | 14.85% | 30.35%-15.5pp | 58.88%-44.0pp | 31.51%-16.7pp |
| Employer contribution / active EE | $644 | $1,708-62.3% | $4,305-85.0% | $2,654-75.7% |
| Participant deferral / active EE | $1,713 | $2,474-30.7% | $5,540-69.1% | $4,375-60.8% |
| Admin fee / account holder | $268 | $846-68.4% | $14,329-98.1% | $834-67.9% |