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 |
|---|---|---|
BALDWIN & BALDWIN PLLC1 year Filed as: THE BALDWIN GROUP WEALTH ADVISORS, Service code 27 · EIN 47-5476782 | Advisory (Plan) | $70,066 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,047 |
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 | $63,621 | $129,021-50.7% | $184,203-65.5% | $77,643-18.1% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.8%+8.4pp | 70.6%+24.7pp |
| Annual return | 21.93% | 33.27%-11.3pp | 28.81%-6.9pp | 31.24%-9.3pp |
| Employer contribution / active EE | $4,606 | $4,413+4.4% | $6,427-28.3% | $2,726+69.0% |
| Participant deferral / active EE | $9,763 | $7,297+33.8% | $9,131+6.9% | $4,647+110.1% |
| Admin fee / account holder | $361 | $254+42.4% | $13,901-97.4% | $430-16.0% |