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 |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 | Other Fees | $36,122 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 88 BOYD AVENUE · E. PROVIDENCE, RI 02914 | Other Services | $13,395 |
Service code 99 · EIN 61-1758632 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,564 | $138,347+37.7% | $184,203+3.5% | $80,856+135.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 12.71% | 20.02%-7.3pp | 28.81%-16.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $16,693 | $4,850+244.2% | $6,427+159.7% | $2,755+506.0% |
| Participant deferral / active EE | $6,550 | $7,071-7.4% | $9,131-28.3% | $4,296+52.5% |
| Admin fee / account holder | $42 | $10,483-99.6% | $13,901-99.7% | $6,918-99.4% |