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 ADVISORS2 years Service code 26 · EIN 38-3744739 7447 N. FIRST STREET · FRESNO, CA 93720 | Advisory (Participants) | $18,414 |
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 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 | $86,773 | $85,202+1.8% | $172,739-49.8% | $72,985+18.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 6.71% | 27.32%-20.6pp | 802.84%-796.1pp | 81.00%-74.3pp |
| Employer contribution / active EE | $5,821 | $3,324+75.1% | $5,143+13.2% | $2,440+138.6% |
| Participant deferral / active EE | $3,202 | $3,260-1.8% | $5,198-38.4% | $3,607-11.2% |
| Admin fee / account holder | $245 | $5,884-95.8% | $13,954-98.2% | $5,124-95.2% |