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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,789 |
KLK CAPITAL MANAGEMENT LLC5+ years Service code 27 · EIN 46-5097983 | Advisory (Plan) | $20,249 |
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 | $68,651 | $136,307-49.6% | $177,821-61.4% | $73,488-6.6% |
| Participation rate | 93.7% | 86.1%+7.6pp | 87.7%+5.9pp | 70.7%+23.0pp |
| Annual return | 17.06% | 18.68%-1.6pp | 48.32%-31.3pp | 28.51%-11.4pp |
| Employer contribution / active EE | $4,348 | $3,712+17.1% | $5,918-26.5% | $2,270+91.5% |
| Participant deferral / active EE | $7,270 | $5,829+24.7% | $7,714-5.8% | $3,740+94.4% |
| Admin fee / account holder | $237 | $596-60.2% | $12,427-98.1% | $513-53.8% |