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 6-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 | $25,095 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 99 · EIN 84-0858799 | Other Fees | $6,033 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,138 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: WORLD INVESTMENT ADVISORS, LLC 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 | $67,017 | $86,922-22.9% | $102,438-34.6% | $80,874-17.1% |
| Participation rate | 91.9% | 72.4%+19.5pp | 76.5%+15.4pp | 67.6%+24.2pp |
| Annual return | 16.71% | 18.90%-2.2pp | 29.37%-12.7pp | 35.62%-18.9pp |
| Employer contribution / active EE | $7,588 | $2,369+220.3% | $3,024+151.0% | $2,756+175.4% |
| Participant deferral / active EE | $16,436 | $4,119+299.1% | $5,054+225.2% | $4,297+282.5% |
| Admin fee / account holder | $20 | $8,050-99.8% | $9,448-99.8% | $6,935-99.7% |