Filed February 25, 2026 (most recent of 4 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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $265,918 |
SUMMIT WEALTH ADVOCATES LLC2 years Service code 26 · EIN 27-3240030 | Advisory (Participants) | $5,062 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,286 | $45,000+89.5% | $143,757-40.7% | $77,904+9.5% |
| Participation rate | 72.1% | 66.8%+5.3pp | 80.3%-8.2pp | 73.7%-1.6pp |
| Annual return | -15.64% | 29.03%-44.7pp | -0.04%-15.6pp | 12.21%-27.8pp |
| Employer contribution / active EE | $1,833 | $1,870-2.0% | $4,951-63.0% | $2,848-35.6% |
| Participant deferral / active EE | $4,143 | $3,157+31.2% | $5,637-26.5% | $4,806-13.8% |
| Admin fee / account holder | $137 | $98+38.7% | $14,673-99.1% | $133+3.0% |