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 |
|---|---|---|
Filed as: HERITAGE PENSION SERVICES, INC Service code 15 · EIN 81-4903086 | Recordkeeping | $85,286 |
CARON & BLETZER, PLLC9+ years Service code 10 · EIN 04-3499945 | Accounting | $17,425 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,605 | $50,982-16.4% | $154,803-72.5% | $85,563-50.2% |
| Participation rate | 43.8% | 59.8%-16.0pp | 78.1%-34.3pp | 66.0%-22.2pp |
| Annual return | 12.56% | 30.35%-17.8pp | 58.88%-46.3pp | 31.51%-19.0pp |
| Employer contribution / active EE | $189 | $1,708-88.9% | $4,305-95.6% | $2,654-92.9% |
| Participant deferral / active EE | $1,563 | $2,474-36.8% | $5,540-71.8% | $4,375-64.3% |
| Admin fee / account holder | $350 | $846-58.6% | $14,329-97.6% | $834-58.0% |