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 |
|---|---|---|
PRIVATE WEALTH ADVISORS1 year Service code 26 · EIN 38-3744739 7447 N. FIRST STREET · FRESNO, CA 93720 | Advisory (Participants) | $11,785 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,539 | $76,000+0.7% | $154,107-50.3% | $64,186+19.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 8.31% | 30.32%-22.0pp | 735.12%-726.8pp | 7.63%+0.7pp |
| Employer contribution / active EE | $5,482 | $3,351+63.6% | $5,298+3.5% | $2,381+130.3% |
| Participant deferral / active EE | $3,347 | $3,175+5.4% | $5,081-34.1% | $3,470-3.5% |
| Admin fee / account holder | $238 | $5,596-95.7% | $13,411-98.2% | $4,888-95.1% |