Filed November 9, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $762,022 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 17 · EIN 61-1758632 | Pension Consulting | $219,954 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,952 | $96,188-37.7% | $75,972-21.1% | $99,062-39.5% |
| Participation rate | 99.0% | 72.7%+26.3pp | 69.1%+29.9pp | 71.6%+27.4pp |
| Annual return | 12.03% | 16.48%-4.4pp | 359.55%-347.5pp | 17.66%-5.6pp |
| Employer contribution / active EE | $5,069 | $3,167+60.1% | $2,685+88.8% | $3,262+55.4% |
| Participant deferral / active EE | $6,277 | $4,842+29.6% | $4,255+47.5% | $5,331+17.7% |
| Admin fee / account holder | $76 | $87-12.9% | $6,467-98.8% | $109-30.3% |