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.
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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, LLC1+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 519 17TH STREET · OAKLAND, CA 94612 | Advisory (Participants) | $15,608 |
WESPAC PLAN SERVICES, LLC1+ years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $13,252 |
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 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 | $44,636 | $55,002-18.8% | $59,878-25.5% | $56,287-20.7% |
| Participation rate | 44.6% | 75.9%-31.3pp | 74.7%-30.1pp | 69.9%-25.2pp |
| Annual return | 0.00% | 1.13%-1.1pp | 3.46%-3.5pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,576 | $2,448-35.6% | $2,722-42.1% | $2,111-25.3% |
| Participant deferral / active EE | $2,086 | $3,121-33.2% | $3,402-38.7% | $3,350-37.7% |
| Admin fee / account holder | $340 | $236+44.0% | $3,590-90.5% | $521-34.8% |