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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 |
|---|---|---|
HERITAGE PENSION ADVISORS, LLC4+ years Filed as: HERITAGE PENSION ADVISORS Service code 15 · EIN 27-1835823 | Recordkeeping | $28,685 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,272 | $43,504+11.0% | $68,793-29.8% | $56,287-14.2% |
| Participation rate | 53.4% | 67.8%-14.4pp | 72.2%-18.8pp | 69.9%-16.4pp |
| Annual return | -4.07% | -3.15%-0.9pp | -4.63%+0.6pp | -9.96%+5.9pp |
| Employer contribution / active EE | $155 | $1,525-89.8% | $2,625-94.1% | $2,111-92.7% |
| Participant deferral / active EE | $2,573 | $2,509+2.6% | $3,311-22.3% | $3,350-23.2% |
| Admin fee / account holder | $377 | $515-26.7% | $5,131-92.6% | $521-27.5% |