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.2 years Service code 17 · EIN 20-2139554 | Pension Consulting | $11,142 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,536 | $63,299-67.6% | $91,001-77.4% | $62,292-67.0% |
| Participation rate | 34.9% | 73.3%-38.4pp | 75.6%-40.7pp | 69.5%-34.6pp |
| Annual return | 33.92% | 20.99%+12.9pp | 4.60%+29.3pp | 28.90%+5.0pp |
| Employer contribution / active EE | $89 | $1,807-95.1% | $2,456-96.4% | $2,042-95.6% |
| Participant deferral / active EE | $1,500 | $2,943-49.0% | $3,547-57.7% | $3,169-52.7% |
| Admin fee / account holder | $29 | $468-93.8% | $5,417-99.5% | $479-94.0% |