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 5-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 26 · EIN 71-0294708 | Advisory (Participants) | $76,850 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $27,590 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $15,574 |
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 | $66,480 | $100,923-34.1% | $150,045-55.7% | $74,304-10.5% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.3%+15.9pp | 60.3%+37.8pp |
| Annual return | 15.03% | 51.77%-36.7pp | 62.55%-47.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $3,226 | $3,463-6.9% | $4,693-31.3% | $2,241+43.9% |
| Participant deferral / active EE | $11,537 | $6,709+71.9% | $7,997+44.3% | $3,767+206.2% |
| Admin fee / account holder | $371 | $2,767-86.6% | $13,435-97.2% | $2,969-87.5% |