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 |
|---|---|---|
COOPER HAIMS ADVISORS, LLC3+ years Service code 27 · EIN 27-0036535 | Advisory (Plan) | $62,533 |
UNIFIED TRUST COMPANY, N.A.3+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $57,852 |
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 | $109,067 | $60,545+80.1% | $92,233+18.3% | $69,631+56.6% |
| Participation rate | 91.1% | 72.2%+18.9pp | 76.5%+14.6pp | 70.7%+20.4pp |
| Annual return | 16.12% | 19.71%-3.6pp | 176.28%-160.2pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $2,243 | $2,633-14.8% | $3,679-39.0% | $2,032+10.4% |
| Participant deferral / active EE | $7,037 | $2,828+148.9% | $3,897+80.6% | $3,224+118.3% |
| Admin fee / account holder | $230 | $145+59.0% | $5,194-95.6% | $110+108.4% |