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 |
|---|---|---|
Service code 51 · EIN 58-1882582 | Investment Mgmt Fees | $30,505 |
Filed as: HERITAGE PENSION ADVISORS, INC Service code 15 · EIN 81-4903086 | Recordkeeping | $24,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,043 | $56,152-59.0% | $185,823-87.6% | $73,409-68.6% |
| Participation rate | 21.6% | 67.6%-46.0pp | 78.0%-56.4pp | 72.2%-50.6pp |
| Annual return | 18.01% | 17.59%+0.4pp | 35.95%-17.9pp | 59.29%-41.3pp |
| Employer contribution / active EE | $863 | $1,532-43.6% | $4,087-78.9% | $2,234-61.3% |
| Participant deferral / active EE | $1,553 | $3,659-57.6% | $5,632-72.4% | $3,805-59.2% |
| Admin fee / account holder | $236 | $132+78.8% | $9,500-97.5% | $158+49.5% |