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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.
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| Provider | Service type | Compensation |
|---|---|---|
HEARTLAND BANK & TRUST COMPANY2+ years Service code 15 · EIN 36-3857326 606 S MAIN ST · PRINCETON, IL 61356 | Recordkeeping | $33,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $8,272 | $63,905-87.1% | $74,183-88.8% | $57,658-85.7% |
| Participation rate | 67.7% | 79.8%-12.1pp | 76.6%-8.9pp | 70.2%-2.5pp |
| Annual return | 11.15% | 60.60%-49.5pp | 17.74%-6.6pp | 5.13%+6.0pp |
| Employer contribution / active EE | $606 | $1,840-67.1% | $2,370-74.4% | $1,974-69.3% |
| Participant deferral / active EE | $1,100 | $3,448-68.1% | $3,550-69.0% | $3,061-64.1% |
| Admin fee / account holder | $102 | $91+11.9% | $5,586-98.2% | $95+7.8% |