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 |
|---|---|---|
MORDAN RETIREMENT CONSULTING, INC.1 year Service code 17 · EIN 20-2139554 | Pension Consulting | $6,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,801 | $56,629-68.6% | $77,999-77.2% | $55,167-67.7% |
| Participation rate | 36.2% | 73.3%-37.1pp | 75.5%-39.3pp | 69.0%-32.8pp |
| Annual return | 22.50% | 2866.98%-2844.5pp | 425.96%-403.5pp | 169.23%-146.7pp |
| Employer contribution / active EE | $531 | $1,723-69.2% | $2,470-78.5% | $1,963-72.9% |
| Participant deferral / active EE | $1,325 | $2,777-52.3% | $3,497-62.1% | $3,054-56.6% |
| Admin fee / account holder | $96 | $467-79.4% | $5,480-98.2% | $504-80.9% |