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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $43,938 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $29,064 |
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 | $56,234 | $48,795+15.2% | $65,493-14.1% | $84,808-33.7% |
| Participation rate | 99.0% | 67.0%+32.0pp | 73.1%+25.9pp | 68.3%+30.7pp |
| Annual return | 15.66% | 20.20%-4.5pp | 982.45%-966.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,768 | $1,930+43.4% | $2,574+7.5% | $2,631+5.2% |
| Participant deferral / active EE | $10,186 | $2,928+247.8% | $3,961+157.1% | $4,212+141.9% |
| Admin fee / account holder | $335 | $3,877-91.3% | $5,028-93.3% | $7,344-95.4% |