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 |
|---|---|---|
Filed as: WORLD INVESTMENT ADVISORS Service code 26 · EIN 61-1758632 | Advisory (Participants) | $37,398 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,164 |
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 | $42,192 | $44,960-6.2% | $84,966-50.3% | $74,495-43.4% |
| Participation rate | 94.1% | 49.4%+44.8pp | 67.5%+26.6pp | 67.2%+26.9pp |
| Annual return | 18.62% | 26.24%-7.6pp | 66.38%-47.8pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $3,284 | $1,457+125.4% | $2,727+20.4% | $2,623+25.2% |
| Participant deferral / active EE | $10,541 | $2,731+286.0% | $4,519+133.3% | $4,346+142.6% |
| Admin fee / account holder | $477 | $2,209-78.4% | $6,149-92.2% | $1,942-75.4% |