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.1 year Service code 26 · EIN 91-2046298 | Advisory (Participants) | $22,505 |
Service code 13 117 CENTER PARK DRIVE, SUITE 140 · KNOXVILLE, TN 37922 | Contract Administrator | $9,504 |
Filed as: JOHN HANCOCK LIFE INSURANCE USA Service code 15 · EIN 01-0233346 | Recordkeeping | $256 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $162 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,789 | $42,548-13.5% | $74,550-50.7% | $56,287-34.6% |
| Participation rate | 67.4% | 60.5%+7.0pp | 69.1%-1.7pp | 69.9%-2.4pp |
| Annual return | -1.42% | 12.40%-13.8pp | 32.53%-33.9pp | -9.96%+8.5pp |
| Employer contribution / active EE | $233 | $855-72.8% | $1,961-88.1% | $2,111-89.0% |
| Participant deferral / active EE | $3,022 | $2,277+32.7% | $3,108-2.8% | $3,350-9.8% |
| Admin fee / account holder | $121 | $467-74.1% | $5,060-97.6% | $521-76.8% |