Filed April 15, 2008
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, LLC4+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 519 17TH STREET · OAKLAND, CA 94612 | Advisory (Participants) | $10,000 |
WESPAC PLAN SERVICES, LLC4+ years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $8,809 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 27 50085 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
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 | $46,093 | $57,354-19.6% | $83,848-45.0% | $64,186-28.2% |
| Participation rate | 98.7% | 68.6%+30.1pp | 76.1%+22.6pp | 69.6%+29.2pp |
| Annual return | -0.33% | 11.38%-11.7pp | 850.88%-851.2pp | 7.63%-8.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,793 | $2,993+160.4% | $4,082+90.9% | $3,470+124.6% |
| Admin fee / account holder | $148 | $4,046-96.3% | $5,478-97.3% | $4,888-97.0% |