Filed October 18, 2004 (most recent of 6 filings on file)
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 |
|---|---|---|
RATHER & KITTRELL, INC.10+ years Service code 27 11905 KINGSTON PIKE · KNOXVILLE, TN 37934 | Advisory (Plan) | $116,315 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $109,946 |
Service code 13 11911 KINGSTON PIKE · KNOXVILLE, TN 37934 | Contract Administrator | $76,217 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,313 | $65,908+131.1% | $81,812+86.2% | $77,643+96.2% |
| Participation rate | 98.2% | 65.8%+32.4pp | 72.3%+25.9pp | 70.6%+27.6pp |
| Annual return | 11.48% | 26.64%-15.2pp | 773.79%-762.3pp | 31.24%-19.8pp |
| Employer contribution / active EE | $4,448 | $2,370+87.6% | $2,912+52.7% | $2,726+63.2% |
| Participant deferral / active EE | $7,938 | $3,505+126.5% | $4,319+83.8% | $4,647+70.8% |
| Admin fee / account holder | $527 | $526+0.1% | $7,386-92.9% | $430+22.4% |