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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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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 | $8,645 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,798 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,425 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,205 | $65,376-50.7% | $87,100-63.0% | $65,185-50.6% |
| Participation rate | 54.8% | 75.3%-20.5pp | 76.9%-22.0pp | 70.2%-15.4pp |
| Annual return | 23.72% | 31.27%-7.5pp | 28.19%-4.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $247 | $1,822-86.4% | $2,521-90.2% | $2,177-88.7% |
| Participant deferral / active EE | $2,038 | $3,388-39.8% | $4,049-49.7% | $3,514-42.0% |
| Admin fee / account holder | $55 | $520-89.4% | $7,497-99.3% | $847-93.5% |