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 Filed as: RATHER & KITTRELL Service code 27 · EIN 91-2046298 | Advisory (Plan) | $12,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,001 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,252 | $50,898-60.2% | $171,082-88.2% | $55,167-63.3% |
| Participation rate | 92.5% | 63.3%+29.2pp | 76.7%+15.8pp | 69.0%+23.5pp |
| Annual return | 5.52% | 15.34%-9.8pp | 32.56%-27.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,703 | $1,433+18.8% | $4,002-57.5% | $1,963-13.2% |
| Participant deferral / active EE | $2,115 | $2,994-29.4% | $4,797-55.9% | $3,054-30.8% |
| Admin fee / account holder | $89 | $500-82.1% | $8,520-99.0% | $504-82.3% |