Filed June 13, 2022 (most recent of 3 filings on file)
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 |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS L Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $67,168 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,940 |
ECP ACCOUNTING, INC1 year Filed as: ECP ENTERPRISES INC DBA ECP ACCOUNT Service code 10 PO BOX 262 · EVANSVILLE, IN 47702 | Accounting | $3,942 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,706 | $86,944+258.5% | $107,525+189.9% | $74,304+319.5% |
| Participation rate | 88.8% | 59.6%+29.3pp | 75.1%+13.7pp | 60.3%+28.5pp |
| Annual return | 15.97% | 23.52%-7.5pp | 181.32%-165.3pp | 29.43%-13.5pp |
| Employer contribution / active EE | $10,781 | $2,757+291.1% | $3,754+187.2% | $2,241+381.0% |
| Participant deferral / active EE | $8,997 | $3,554+153.1% | $5,116+75.9% | $3,767+138.8% |
| Admin fee / account holder | $634 | $3,727-83.0% | $8,919-92.9% | $2,969-78.7% |