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 |
|---|---|---|
WESPAC PLAN SERVICES, LLC7+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $40,000 |
WESPAC PLAN SERVICES, LLC7+ years Service code 13 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $23,739 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 2360 CORPORATE CIRCLE · HENDERSON, NV 89074 | Securities Custodian | $2,383 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $117,548 | $61,156+92.2% | $185,823-36.7% | $79,386+48.1% |
| Participation rate | 80.9% | 66.6%+14.3pp | 81.7%-0.8pp | 70.7%+10.2pp |
| Annual return | 10.89% | 19.45%-8.6pp | 122.05%-111.2pp | 116.85%-106.0pp |
| Employer contribution / active EE | $7,414 | $2,321+219.5% | $5,167+43.5% | $2,427+205.4% |
| Participant deferral / active EE | $4,636 | $2,789+66.2% | $5,568-16.7% | $4,046+14.6% |
| Admin fee / account holder | $323 | $710-54.5% | $16,237-98.0% | $626-48.5% |