Filed May 15, 2018 (most recent of 2 filings on file)
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, LLC6+ years Filed as: WESPAC ADVISORS, LLC Service code 26 · EIN 26-2824668 519 17TH STREET · OAKLAND, CA 94612 | Advisory (Participants) | $26,642 |
WESPAC PLAN SERVICES, LLC6+ years Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $17,038 |
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 | $30,893 | $59,328-47.9% | $118,925-74.0% | $73,488-58.0% |
| Participation rate | 100.0% | 62.3%+37.7pp | 75.4%+24.6pp | 70.7%+29.3pp |
| Annual return | 16.66% | 19.13%-2.5pp | 35.88%-19.2pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,975 | $1,803+9.5% | $3,263-39.5% | $2,270-13.0% |
| Participant deferral / active EE | $3,547 | $2,604+36.2% | $4,265-16.8% | $3,740-5.2% |
| Admin fee / account holder | $263 | $600-56.2% | $6,581-96.0% | $513-48.7% |