See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RATHER & KITTRELL, INC.2 years Filed as: RATHER & KITTRELL CAPITAL MANAGEMEN Service code 27 · EIN 91-2046298 | Advisory (Plan) | $45,015 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $15,279 |
PENPEK ACTUARIAL CONSULTING, INC2 years Service code 13 PO BOX 24553 · KNOXVILLE, TN 37933 | Contract Administrator | $7,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $47,971 | $99,957-52.0% | $149,696-68.0% | $73,488-34.7% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.6pp | 70.7%+28.4pp |
| Annual return | 16.71% | 53.87%-37.2pp | 276.60%-259.9pp | 28.51%-11.8pp |
| Employer contribution / active EE | $4,271 | $3,191+33.8% | $4,644-8.0% | $2,270+88.2% |
| Participant deferral / active EE | $10,162 | $6,073+67.3% | $6,842+48.5% | $3,740+171.7% |
| Admin fee / account holder | $308 | $551-44.0% | $9,309-96.7% | $513-39.9% |