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.2 years Service code 27 · EIN 91-2046298 | Advisory (Plan) | $22,415 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,959 |
Service code 13 11911 KINGSTON PIKE, SUITE 201 · KNOXVILLE, TN 37934 | Contract Administrator | $2,927 |
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 | $39,082 | $49,138-20.5% | $84,015-53.5% | $65,185-40.0% |
| Participation rate | 72.9% | 60.7%+12.2pp | 69.0%+3.9pp | 70.2%+2.7pp |
| Annual return | 22.13% | 23.00%-0.9pp | 71.31%-49.2pp | 29.38%-7.2pp |
| Employer contribution / active EE | $232 | $914-74.6% | $1,983-88.3% | $2,177-89.3% |
| Participant deferral / active EE | $3,215 | $2,397+34.1% | $3,239-0.7% | $3,514-8.5% |
| Admin fee / account holder | $237 | $543-56.4% | $6,101-96.1% | $847-72.0% |