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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $81,062 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GR WEALTH ADVS Service code 16 · EIN 47-5476782 | Consulting | $42,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,096 | $101,317-35.7% | $146,958-55.7% | $74,495-12.6% |
| Participation rate | 91.3% | 75.5%+15.7pp | 82.2%+9.1pp | 67.2%+24.0pp |
| Annual return | 14.88% | 8730.91%-8716.0pp | 418.34%-403.5pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,758 | $3,810-53.9% | $4,933-64.4% | $2,623-33.0% |
| Participant deferral / active EE | $8,689 | $7,303+19.0% | $8,070+7.7% | $4,346+99.9% |
| Admin fee / account holder | $11 | $1,739-99.3% | $12,998-99.9% | $1,942-99.4% |