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 |
|---|---|---|
KT ADMINISTRATORS, LLC2 years Filed as: KT ADMINISTRATORS LLC Service code 15 · EIN 82-4086794 | Recordkeeping | $4,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $44,195 | $73,638-40.0% | $95,952-53.9% | $73,488-39.9% |
| Participation rate | 66.4% | 76.2%-9.8pp | 77.1%-10.7pp | 70.7%-4.3pp |
| Annual return | 16.47% | 16.78%-0.3pp | 91.61%-75.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $677 | $1,863-63.7% | $2,541-73.3% | $2,270-70.2% |
| Participant deferral / active EE | $2,621 | $3,617-27.5% | $4,167-37.1% | $3,740-29.9% |
| Admin fee / account holder | $46 | $482-90.4% | $6,795-99.3% | $513-91.0% |