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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $45,547 |
BALDWIN & BALDWIN PLLC2 years Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 · EIN 47-5476782 | Advisory (Plan) | $43,124 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,436 |
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 | $121,602 | $53,053+129.2% | $126,539-3.9% | $74,304+63.7% |
| Participation rate | 76.9% | 48.0%+28.9pp | 69.8%+7.1pp | 60.3%+16.6pp |
| Annual return | 16.39% | 29.46%-13.1pp | 425.95%-409.6pp | 29.43%-13.0pp |
| Employer contribution / active EE | $4,351 | $1,168+272.7% | $3,674+18.4% | $2,241+94.2% |
| Participant deferral / active EE | $9,521 | $2,303+313.4% | $4,083+133.2% | $3,767+152.7% |
| Admin fee / account holder | $391 | $3,698-89.4% | $6,065-93.5% | $2,969-86.8% |