Filed March 20, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $96,751 |
COOPER HAIMS ADVISORS, LLC2+ years Service code 27 · EIN 27-0036535 | Advisory (Plan) | $61,375 |
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 | $96,430 | $57,921+66.5% | $84,750+13.8% | $57,658+67.2% |
| Participation rate | 88.6% | 72.9%+15.6pp | 76.6%+12.0pp | 70.2%+18.3pp |
| Annual return | 12.30% | 10.24%+2.1pp | 22.78%-10.5pp | 5.13%+7.2pp |
| Employer contribution / active EE | $1,996 | $2,598-23.2% | $3,574-44.1% | $1,974+1.1% |
| Participant deferral / active EE | $6,094 | $2,742+122.2% | $3,712+64.2% | $3,061+99.1% |
| Admin fee / account holder | $310 | $130+139.1% | $5,332-94.2% | $95+228.0% |