Filed August 22, 2025
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 | $86,001 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,723 | $47,126-77.2% | $149,673-92.8% | $74,419-85.6% |
| Participation rate | 95.7% | 63.4%+32.3pp | 78.8%+16.9pp | 70.7%+24.9pp |
| Annual return | 24.51% | 22.75%+1.8pp | 134.42%-109.9pp | 34.38%-9.9pp |
| Employer contribution / active EE | $1,501 | $1,905-21.2% | $4,818-68.9% | $2,637-43.1% |
| Participant deferral / active EE | $1,963 | $2,728-28.0% | $5,680-65.4% | $4,528-56.6% |
| Admin fee / account holder | $118 | $343-65.6% | $13,210-99.1% | $348-66.1% |