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 27 · EIN 61-1758632 | Advisory (Plan) | $29,706 |
Service code 37 · EIN 04-2647786 100 MAGELLAN WAY · COVOMGTPM, KY 41015 | Loan Processing | $11,839 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 117 VIP DR · WEXFORD, PA 15090 | Advisory (Plan) | $1,695 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,741 | $56,317+114.4% | $71,209+69.6% | $74,304+62.5% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 16.46% | 42.83%-26.4pp | 282.51%-266.0pp | 29.43%-13.0pp |
| Employer contribution / active EE | $6,540 | $2,160+202.8% | $2,721+140.4% | $2,241+191.8% |
| Participant deferral / active EE | $5,797 | $2,788+107.9% | $4,175+38.8% | $3,767+53.9% |
| Admin fee / account holder | $292 | $2,290-87.2% | $5,349-94.5% | $2,969-90.2% |