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 26 · EIN 71-0294708 | Advisory (Participants) | $87,915 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,792 | $62,624-39.7% | $177,989-78.8% | $77,643-51.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 16.59% | 16.16%+0.4pp | 294.48%-277.9pp | 31.24%-14.7pp |
| Employer contribution / active EE | $2,951 | $1,909+54.6% | $3,949-25.3% | $2,726+8.2% |
| Participant deferral / active EE | $2,414 | $4,219-42.8% | $6,276-61.5% | $4,647-48.1% |
| Admin fee / account holder | $198 | $386-48.8% | $10,363-98.1% | $430-54.1% |