Filed February 22, 2023 (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 |
|---|---|---|
BANCWEST INVESTMENT SERVICES INC1+ years Filed as: BANCWEST INVESTMENT SERVICES Service code 11 · EIN 13-3618472 | Actuarial | $18,486 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,826 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $50,938 | $33,745+50.9% | $64,105-20.5% | $55,191-7.7% |
| Participation rate | 92.5% | 59.4%+33.1pp | 68.2%+24.3pp | 69.2%+23.3pp |
| Annual return | 3.07% | 4.95%-1.9pp | 791.24%-788.2pp | 10.78%-7.7pp |
| Employer contribution / active EE | $5 | $641-99.2% | $1,820-99.7% | $1,899-99.7% |
| Participant deferral / active EE | $2,049 | $1,929+6.2% | $2,822-27.4% | $3,046-32.7% |
| Admin fee / account holder | $32 | $94-65.6% | $4,499-99.3% | $91-64.2% |