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 9-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 |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS Service code 27 2050 MAIN ST STE 510 · IRVINE, CA 92614 | Advisory (Plan) | $37,871 |
Filed as: EMPOWER ANNITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,303 | $73,360-4.2% | $177,989-60.5% | $74,495-5.6% |
| Participation rate | 51.1% | 66.6%-15.6pp | 77.1%-26.0pp | 67.2%-16.1pp |
| Annual return | 13.74% | 17.49%-3.7pp | 294.48%-280.7pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,289 | $2,216-41.8% | $3,949-67.3% | $2,623-50.8% |
| Participant deferral / active EE | $3,171 | $4,513-29.7% | $6,276-49.5% | $4,346-27.0% |
| Admin fee / account holder | $350 | $1,808-80.6% | $10,363-96.6% | $1,942-82.0% |