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 3-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, LLC Service code 99 · EIN 61-1758632 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,136 | $50,982-62.5% | $154,803-87.6% | $85,563-77.6% |
| Participation rate | 16.4% | 59.8%-43.4pp | 78.1%-61.6pp | 66.0%-49.5pp |
| Annual return | 14.28% | 30.35%-16.1pp | 58.88%-44.6pp | 31.51%-17.2pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,340 | $2,474-45.8% | $5,540-75.8% | $4,375-69.4% |
| Admin fee / account holder | $371 | $846-56.1% | $14,329-97.4% | $834-55.5% |