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 |
|---|---|---|
COOPER HAIMS ADVISORS, LLC4+ years Service code 27 · EIN 27-0036535 | Advisory (Plan) | $59,188 |
UNIFIED TRUST COMPANY, N.A.2 years Service code 13 · EIN 61-1256314 | Contract Administrator | $48,025 |
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 | $100,030 | $56,443+77.2% | $83,848+19.3% | $55,725+79.5% |
| Participation rate | 98.8% | 72.0%+26.8pp | 76.1%+22.7pp | 70.9%+27.9pp |
| Annual return | -2.81% | 393.67%-396.5pp | 850.88%-853.7pp | 244.93%-247.7pp |
| Employer contribution / active EE | $3,353 | $2,682+25.0% | $3,631-7.7% | $2,078+61.3% |
| Participant deferral / active EE | $7,829 | $2,965+164.1% | $4,082+91.8% | $3,356+133.3% |
| Admin fee / account holder | $258 | $156+65.0% | $5,478-95.3% | $115+123.8% |