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, LLC3+ years Service code 37 · EIN 27-1835823 | Loan Processing | $42,741 |
BANKPLUS WEALTH MANAGEMENT3+ years Service code 26 · EIN 64-0655312 | Advisory (Participants) | $20,399 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,100 | $60,545-56.9% | $92,233-71.7% | $69,631-62.5% |
| Participation rate | 81.1% | 72.2%+9.0pp | 76.5%+4.6pp | 70.7%+10.4pp |
| Annual return | 11.45% | 19.71%-8.3pp | 176.28%-164.8pp | 27571.02%-27559.6pp |
| Employer contribution / active EE | $1,944 | $2,633-26.2% | $3,679-47.2% | $2,032-4.3% |
| Participant deferral / active EE | $1,823 | $2,828-35.5% | $3,897-53.2% | $3,224-43.4% |
| Admin fee / account holder | $178 | $145+23.2% | $5,194-96.6% | $110+61.5% |