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 | $56,425 |
KLK CAPITAL MANAGEMENT LLC8 years Service code 27 · EIN 46-5097983 | Advisory (Plan) | $49,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $49,440 | $49,693-0.5% | $70,515-29.9% | $74,419-33.6% |
| Participation rate | 51.4% | 64.7%-13.3pp | 68.3%-17.0pp | 70.7%-19.4pp |
| Annual return | 20.66% | 21.22%-0.6pp | 32.77%-12.1pp | 34.38%-13.7pp |
| Employer contribution / active EE | $2,746 | $1,773+54.9% | $2,973-7.6% | $2,637+4.1% |
| Participant deferral / active EE | $4,106 | $3,376+21.6% | $4,567-10.1% | $4,528-9.3% |
| Admin fee / account holder | $282 | $316-10.8% | $6,412-95.6% | $348-19.1% |