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 |
|---|---|---|
KLK CAPITAL MANAGEMENT LLC4+ years Service code 27 · EIN 45-5097983 | Advisory (Plan) | $15,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,589 |
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 | $58,275 | $98,982-41.1% | $162,163-64.1% | $65,185-10.6% |
| Participation rate | 92.4% | 85.8%+6.6pp | 87.6%+4.9pp | 70.2%+22.2pp |
| Annual return | 27.75% | 24.84%+2.9pp | 115.59%-87.8pp | 29.38%-1.6pp |
| Employer contribution / active EE | $3,778 | $3,467+9.0% | $5,614-32.7% | $2,177+73.6% |
| Participant deferral / active EE | $6,208 | $5,384+15.3% | $7,298-14.9% | $3,514+76.7% |
| Admin fee / account holder | $150 | $596-74.9% | $10,843-98.6% | $847-82.3% |