Filed January 17, 2006
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 8-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 64 · EIN 71-0294708 | Recordkeeping Fees | $143,616 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 99 · EIN 61-1758632 | Other Fees | $32,967 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,361 | $53,136-10.9% | $155,509-69.5% | $199,593-76.3% |
| Participation rate | 72.0% | 64.1%+7.9pp | 78.2%-6.2pp | 72.0%0pp |
| Annual return | 18.38% | 41.15%-22.8pp | 64.67%-46.3pp | 34.25%-15.9pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,394 | $3,161+39.0% | $5,626-21.9% | $5,087-13.6% |
| Admin fee / account holder | $135 | $185-27.3% | $15,912-99.2% | $269-49.8% |