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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.
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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 |
|---|---|---|
BALDWIN & BALDWIN PLLC4 years Filed as: BALDWIN CPAS PLLC Service code 10 · EIN 20-1416603 | Accounting | $11,400 |
Filed as: FIDELITY INVESTMENTS INST. OPS CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $4,761 |
ASCENSUS LLC10+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 16 · EIN 31-1560462 | Consulting | $4,100 |
BAIRD FUNDS5 years Filed as: ROBERT W BAIRD & CO Service code 27 · EIN 39-6037917 | Advisory (Plan) | $3,694 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,740 | $87,013-79.6% | $106,213-83.3% | $80,856-78.1% |
| Participation rate | 92.7% | 70.4%+22.3pp | 75.3%+17.4pp | 67.6%+25.1pp |
| Annual return | 7.42% | 17.05%-9.6pp | 116.14%-108.7pp | 35.59%-28.2pp |
| Employer contribution / active EE | $1,593 | $2,395-33.5% | $3,171-49.8% | $2,755-42.2% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $222 | $8,431-97.4% | $11,033-98.0% | $6,918-96.8% |