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 9-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 |
|---|---|---|
WESPAC PLAN SERVICES, LLC2+ years Service code 15 · EIN 26-2824668 519 17TH STREET, 5TH FL. · OAKLAND, CA 94612 | Recordkeeping | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,635 | $36,767-68.4% | $81,478-85.7% | $62,292-81.3% |
| Participation rate | 16.9% | 54.4%-37.5pp | 68.0%-51.1pp | 69.5%-52.6pp |
| Annual return | 31.08% | 173.80%-142.7pp | 38.78%-7.7pp | 28.90%+2.2pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,272 | $2,111+7.7% | $3,537-35.8% | $3,169-28.3% |
| Admin fee / account holder | $26 | $797-96.8% | $4,561-99.4% | $479-94.7% |