Filed December 8, 2016
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST HEARTLAND CONSULTANTS INC. Service code 27 · EIN 43-1635589 | Advisory (Plan) | $13,997 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,903 | $58,290-69.3% | $98,442-81.8% | $86,799-79.4% |
| Participation rate | 99.6% | 68.3%+31.3pp | 73.3%+26.3pp | 72.3%+27.4pp |
| Annual return | 16.74% | 43.48%-26.7pp | 1492.73%-1476.0pp | 97.91%-81.2pp |
| Employer contribution / active EE | $678 | $2,008-66.2% | $2,960-77.1% | $2,405-71.8% |
| Participant deferral / active EE | $3,374 | $3,152+7.0% | $4,276-21.1% | $4,131-18.3% |
| Admin fee / account holder | $132 | $138-4.4% | $5,949-97.8% | $170-22.4% |