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, LLC6+ years Service code 27 · EIN 27-0036535 | Advisory (Plan) | $62,393 |
UNIFIED TRUST COMPANY, N.A.6+ years Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $53,845 |
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 | $144,565 | $91,517+58.0% | $101,248+42.8% | $73,409+96.9% |
| Participation rate | 99.4% | 73.8%+25.6pp | 75.8%+23.6pp | 72.2%+27.2pp |
| Annual return | 12.18% | 17.17%-5.0pp | 46.47%-34.3pp | 59.29%-47.1pp |
| Employer contribution / active EE | $4,063 | $2,877+41.2% | $3,660+11.0% | $2,234+81.9% |
| Participant deferral / active EE | $9,344 | $3,338+179.9% | $4,370+113.8% | $3,805+145.5% |
| Admin fee / account holder | $285 | $216+32.0% | $5,945-95.2% | $158+80.4% |