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 |
|---|---|---|
401K GENERATION6+ years Service code 27 195 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $27,325 |
EPLAN ADVISORS, LLC5 years Service code 17 · EIN 36-1543746 | Pension Consulting | $14,710 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 4 reportable transactions with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,104 | $65,322-52.4% | $70,449-55.8% | $73,488-57.7% |
| Participation rate | 63.7% | 77.0%-13.3pp | 75.1%-11.4pp | 70.7%-7.0pp |
| Annual return | 14.11% | 15.71%-1.6pp | 109.03%-94.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $610 | $2,460-75.2% | $2,737-77.7% | $2,270-73.1% |
| Participant deferral / active EE | $2,204 | $3,375-34.7% | $3,709-40.6% | $3,740-41.1% |
| Admin fee / account holder | $215 | $214+0.6% | $3,845-94.4% | $513-58.0% |