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 24 E COTA ST · SANTA BARBARA, CA 93101 | Advisory (Plan) | $21,961 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,430 |
ASCENSUS LLC3 years Filed as: FUTURE PLAN BY ASCENSUS Service code 15 415 8TH AVE NE · BRAINERD, MD 56401 | Recordkeeping | $1,050 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,686 | $53,516+39.6% | $126,539-41.0% | $84,808-11.9% |
| Participation rate | 94.5% | 58.2%+36.3pp | 69.8%+24.7pp | 68.3%+26.2pp |
| Annual return | 16.15% | 58.34%-42.2pp | 425.95%-409.8pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,672 | $1,535+8.9% | $3,674-54.5% | $2,631-36.5% |
| Participant deferral / active EE | $4,866 | $2,671+82.2% | $4,083+19.2% | $4,212+15.5% |
| Admin fee / account holder | $276 | $4,497-93.9% | $6,065-95.4% | $7,344-96.2% |