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 |
|---|---|---|
Filed as: FIRST HEARTLAND CNSLTNTS Service code 16 · EIN 43-1635589 | Consulting | $18,247 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $8,520 |
AMERICAN UNITED LIFE INSURANCE CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $6,992 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,511 | $98,727-65.0% | $113,168-69.5% | $85,563-59.7% |
| Participation rate | 81.3% | 80.8%+0.5pp | 76.6%+4.8pp | 66.0%+15.4pp |
| Annual return | 19.56% | 17.43%+2.1pp | 24.27%-4.7pp | 31.51%-12.0pp |
| Employer contribution / active EE | $1,463 | $2,907-49.7% | $2,975-50.8% | $2,654-44.9% |
| Participant deferral / active EE | $3,442 | $5,424-36.5% | $5,107-32.6% | $4,375-21.3% |
| Admin fee / account holder | $58 | $357-83.8% | $12,068-99.5% | $834-93.1% |