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 |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS LLC. Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $18,487 |
PENTEGRA SERVICES, INC.2 years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $16,658 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,402 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,925 | $49,915-2.0% | $154,803-68.4% | $74,304-34.2% |
| Participation rate | 85.6% | 54.0%+31.7pp | 78.1%+7.6pp | 60.3%+25.3pp |
| Annual return | 14.39% | 34.06%-19.7pp | 58.88%-44.5pp | 29.43%-15.0pp |
| Employer contribution / active EE | $1,704 | $1,611+5.7% | $4,305-60.4% | $2,241-24.0% |
| Participant deferral / active EE | $3,391 | $2,255+50.4% | $5,540-38.8% | $3,767-10.0% |
| Admin fee / account holder | $209 | $2,189-90.4% | $14,329-98.5% | $2,969-93.0% |