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 13 · EIN 42-0127290 | Contract Administrator | $79,056 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $37,099 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,258 | $88,890-42.3% | $102,423-50.0% | $77,643-34.0% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.27% | 24.98%-10.7pp | 29.32%-15.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $2,790 | $2,698+3.4% | $3,023-7.7% | $2,726+2.3% |
| Participant deferral / active EE | $5,882 | $5,145+14.3% | $5,053+16.4% | $4,647+26.6% |
| Admin fee / account holder | $371 | $235+57.6% | $9,451-96.1% | $430-13.8% |