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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.
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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 46-5097983 | Advisory (Plan) | $30,529 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,468 |
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).
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 | $44,980 | $47,922-6.1% | $75,886-40.7% | $65,185-31.0% |
| Participation rate | 95.7% | 63.0%+32.8pp | 69.3%+26.5pp | 70.2%+25.5pp |
| Annual return | 20.35% | 24.12%-3.8pp | 30.76%-10.4pp | 29.38%-9.0pp |
| Employer contribution / active EE | $3,413 | $1,557+119.2% | $2,500+36.5% | $2,177+56.8% |
| Participant deferral / active EE | $4,961 | $2,550+94.6% | $3,603+37.7% | $3,514+41.2% |
| Admin fee / account holder | $331 | $532-37.7% | $5,418-93.9% | $847-60.9% |