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 |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $61,402 |
COOPER HAIMS ADVISORS, LLC2+ years Service code 27 · EIN 27-0036535 | Advisory (Plan) | $52,584 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,321 | $57,921+74.9% | $84,750+19.6% | $57,658+75.7% |
| Participation rate | 98.8% | 72.9%+25.8pp | 76.6%+22.2pp | 70.2%+28.5pp |
| Annual return | 8.59% | 10.24%-1.6pp | 22.78%-14.2pp | 5.13%+3.5pp |
| Employer contribution / active EE | $2,704 | $2,598+4.1% | $3,574-24.4% | $1,974+37.0% |
| Participant deferral / active EE | $6,997 | $2,742+155.2% | $3,712+88.5% | $3,061+128.6% |
| Admin fee / account holder | $306 | $130+136.3% | $5,332-94.3% | $95+224.1% |