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 9-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, LLC9+ years Filed as: HERITAGE PENSION ADVISORS Service code 15 · EIN 81-4903086 | Recordkeeping | $82,085 |
CITRIN COOPERMAN8 years Filed as: CITRIN COOPERMAN & COMPANY Service code 10 · EIN 22-2428965 | Accounting | $43,260 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,328 | $50,815-44.3% | $155,509-81.8% | $77,643-63.5% |
| Participation rate | 41.2% | 63.1%-21.9pp | 78.2%-37.0pp | 70.6%-29.3pp |
| Annual return | 10.80% | 34.80%-24.0pp | 64.67%-53.9pp | 31.24%-20.4pp |
| Employer contribution / active EE | $104 | $1,993-94.8% | $4,672-97.8% | $2,726-96.2% |
| Participant deferral / active EE | $1,034 | $2,822-63.3% | $5,626-81.6% | $4,647-77.7% |
| Admin fee / account holder | $290 | $437-33.7% | $15,912-98.2% | $430-32.7% |