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 |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC2+ years Filed as: HERITAGE PENSION ADVISORS Service code 15 · EIN 27-1835823 | Recordkeeping | $24,673 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,441 | $46,072-5.7% | $70,014-38.0% | $55,167-21.3% |
| Participation rate | 50.3% | 67.5%-17.1pp | 71.8%-21.5pp | 69.0%-18.6pp |
| Annual return | 5.64% | 8.68%-3.0pp | 12.99%-7.3pp | 169.23%-163.6pp |
| Employer contribution / active EE | $127 | $1,500-91.5% | $2,338-94.6% | $1,963-93.5% |
| Participant deferral / active EE | $2,009 | $2,344-14.3% | $2,931-31.5% | $3,054-34.2% |
| Admin fee / account holder | $310 | $428-27.5% | $4,380-92.9% | $504-38.5% |