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 |
|---|---|---|
HEFREN-TILLOTSON, INC.1 year Filed as: HEFREN-TILLOTSON INC Service code 27 308 7TH AVE · PITTSBURGH, PA 152223920 | Advisory (Plan) | $21,181 |
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $11,824 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,681 | $70,908-49.7% | $98,907-63.9% | $73,488-51.4% |
| Participation rate | 66.5% | 73.8%-7.3pp | 76.0%-9.5pp | 70.7%-4.2pp |
| Annual return | 16.51% | 34.17%-17.7pp | 196.43%-179.9pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,292 | $2,036-36.6% | $2,689-52.0% | $2,270-43.1% |
| Participant deferral / active EE | $1,768 | $3,500-49.5% | $4,244-58.3% | $3,740-52.7% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |