Filed May 2, 2018
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 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 |
|---|---|---|
WESPAC PLAN SERVICES, LLC2 years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $6,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,675 | $74,188-18.2% | $115,756-47.6% | $64,808-6.4% |
| Participation rate | 59.1% | 76.2%-17.1pp | 77.1%-18.0pp | 71.5%-12.4pp |
| Annual return | -16.13% | -11.81%-4.3pp | 143.14%-159.3pp | 32.82%-48.9pp |
| Employer contribution / active EE | $5,252 | $3,365+56.1% | $3,793+38.5% | $2,506+109.6% |
| Participant deferral / active EE | $7,654 | $5,294+44.6% | $6,254+22.4% | $4,310+77.6% |
| Admin fee / account holder | $47 | $148-68.0% | $8,124-99.4% | $188-74.7% |