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 8-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, LLC3+ years Service code 13 · EIN 26-2824865 4 ORINDA WAY · ORINDA, CA 94563 | Contract Administrator | $12,750 |
WESPAC PLAN SERVICES, LLC3+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 4 ORINDA WAY · ORINDA, CA 94563 | Advisory (Participants) | $11,463 |
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 | $61,175 | $65,322-6.3% | $70,449-13.2% | $73,488-16.8% |
| Participation rate | 47.1% | 77.0%-29.9pp | 75.1%-28.0pp | 70.7%-23.6pp |
| Annual return | 12.86% | 15.71%-2.9pp | 109.03%-96.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,536 | $2,460-37.5% | $2,737-43.9% | $2,270-32.3% |
| Participant deferral / active EE | $2,032 | $3,375-39.8% | $3,709-45.2% | $3,740-45.7% |
| Admin fee / account holder | $356 | $214+66.4% | $3,845-90.7% | $513-30.6% |