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 6-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 |
|---|---|---|
Filed as: HERITAGE ADMINISTRATIVE SERVICES LL Service code 49 · EIN 26-1662097 | Other Services | $1,744 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,704 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,704 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,281 | $73,867-54.9% | $143,757-76.8% | $68,494-51.4% |
| Participation rate | 76.1% | 66.7%+9.4pp | 80.3%-4.2pp | 67.9%+8.2pp |
| Annual return | -11.14% | 1.01%-12.1pp | -0.04%-11.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $2,839 | $3,184-10.8% | $4,951-42.7% | $2,596+9.4% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $11 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |