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, LLC5+ years Service code 27 · EIN 27-0036535 | Advisory (Plan) | $60,382 |
UNIFIED TRUST COMPANY, N.A.3 years Service code 13 · EIN 61-1256314 | Contract Administrator | $52,064 |
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 | $121,002 | $66,601+81.7% | $92,893+30.3% | $67,579+79.1% |
| Participation rate | 98.6% | 72.5%+26.1pp | 76.0%+22.6pp | 71.3%+27.3pp |
| Annual return | 24.98% | 92.58%-67.6pp | 109.41%-84.4pp | 378.56%-353.6pp |
| Employer contribution / active EE | $3,514 | $2,775+26.6% | $3,653-3.8% | $2,148+63.6% |
| Participant deferral / active EE | $8,291 | $3,157+162.6% | $4,236+95.7% | $3,539+134.3% |
| Admin fee / account holder | $257 | $199+29.4% | $5,794-95.6% | $142+80.8% |