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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.
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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 28 · EIN 61-1758632 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Investment Management | $73,856 |
NATIONWIDE8 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,165 |
ASSUREDPARTNERS CAPITAL INC8 years Filed as: ASSUREDPARTNERS NORTHEAST, LLC Service code 22 · EIN 45-3443572 455 HAMILTON AVE · WHITE PLAINS, NY 10601 | Insurance Broker | $1,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,987 | $132,049+190.8% | $200,582+91.4% | $74,304+416.8% |
| Participation rate | 84.3% | 84.1%+0.2pp | 86.9%-2.6pp | 60.3%+23.9pp |
| Annual return | 12.98% | 22.22%-9.2pp | 42.33%-29.4pp | 29.43%-16.5pp |
| Employer contribution / active EE | $11,787 | $4,558+158.6% | $6,419+83.6% | $2,241+425.9% |
| Participant deferral / active EE | $21,174 | $7,213+193.6% | $9,331+126.9% | $3,767+462.1% |
| Admin fee / account holder | $1,151 | $2,405-52.1% | $16,305-92.9% | $2,969-61.2% |