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 | $48,666 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $46,329 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $94,901 | $62,327+52.3% | $120,354-21.1% | $74,495+27.4% |
| Participation rate | 94.5% | 56.8%+37.7pp | 71.9%+22.6pp | 67.2%+27.3pp |
| Annual return | 13.71% | 18.61%-4.9pp | 107.15%-93.4pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $3,558 | $1,843+93.0% | $3,463+2.7% | $2,623+35.6% |
| Participant deferral / active EE | $4,507 | $2,893+55.8% | $4,991-9.7% | $4,346+3.7% |
| Admin fee / account holder | $342 | $2,396-85.7% | $9,423-96.4% | $1,942-82.4% |