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 13 · EIN 42-0127290 | Contract Administrator | $92,865 |
Filed as: WORLD INVESTMENT ADVISORS, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $29,974 |
PLANTE & MORAN, PLLC3 years Service code 10 3000 TOWN CENTER · SOUTHFIELD, MI 48075 | Accounting | $0 |
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 | $46,483 | $241,101-80.7% | $103,333-55.0% | $199,593-76.7% |
| Participation rate | 95.6% | 78.3%+17.3pp | 74.5%+21.1pp | 72.0%+23.7pp |
| Annual return | 13.11% | 17.80%-4.7pp | 24.88%-11.8pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,266 | $4,244-70.2% | $3,868-67.3% | $3,034-58.3% |
| Participant deferral / active EE | $4,290 | $3,958+8.4% | $5,057-15.2% | $5,087-15.7% |
| Admin fee / account holder | $83 | $288-71.2% | $8,355-99.0% | $269-69.2% |