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 |
|---|---|---|
Service code 13 · EIN 61-1256314 | Contract Administrator | $59,520 |
COOPER HAIMS ADVISORS, LLC3+ years Service code 27 · EIN 27-0036535 | Advisory (Plan) | $56,959 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,719 | $60,545+87.8% | $92,233+23.3% | $69,631+63.3% |
| Participation rate | 99.7% | 72.2%+27.5pp | 76.5%+23.2pp | 70.7%+29.0pp |
| Annual return | 14.71% | 19.71%-5.0pp | 176.28%-161.6pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $3,456 | $2,633+31.2% | $3,679-6.1% | $2,032+70.0% |
| Participant deferral / active EE | $7,826 | $2,828+176.8% | $3,897+100.8% | $3,224+142.8% |
| Admin fee / account holder | $312 | $145+115.7% | $5,194-94.0% | $110+182.8% |