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 9-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 13 · EIN 42-0127290 | Contract Administrator | $80,235 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $31,751 |
KLK CAPITAL MANAGEMENT LLC9 years Service code 27 · EIN 46-5097983 | Advisory (Plan) | $8,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,389 | $55,416+9.0% | $75,972-20.5% | $77,643-22.2% |
| Participation rate | 52.3% | 63.6%-11.3pp | 69.1%-16.8pp | 70.6%-18.3pp |
| Annual return | 15.21% | 17.07%-1.9pp | 359.55%-344.3pp | 31.24%-16.0pp |
| Employer contribution / active EE | $3,263 | $1,788+82.5% | $2,685+21.5% | $2,726+19.7% |
| Participant deferral / active EE | $4,883 | $3,447+41.7% | $4,255+14.8% | $4,647+5.1% |
| Admin fee / account holder | $307 | $414-25.9% | $6,467-95.3% | $430-28.7% |