Filed March 4, 2022
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $40,732 |
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $36,480 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,956 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,937 | $52,406+100.2% | $129,207-18.8% | $74,495+40.9% |
| Participation rate | 76.7% | 53.8%+22.9pp | 69.6%+7.1pp | 67.2%+9.5pp |
| Annual return | 14.49% | 15.66%-1.2pp | 9417.33%-9402.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,636 | $1,531+137.6% | $4,153-12.4% | $2,623+38.6% |
| Participant deferral / active EE | $8,554 | $2,794+206.1% | $4,168+105.2% | $4,346+96.8% |
| Admin fee / account holder | $330 | $2,633-87.5% | $7,715-95.7% | $1,942-83.0% |