PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SOLI ORGANIC, INC.
Sponsor portfolio

SOLI ORGANIC, INC.

EIN 54-1521303-farming-Latest filing 2024
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$4.3M premiums
Participants
1,113
3156 NORTH VALLEY PIKE - HARRISONBURG, VA 22802540-896-6939soliorganic.comLinkedIn1001-5000 employeesfarming
Plans on this EIN
2 filings
#003401k-$5.9M - 617 part#501Fully Insured-$4.3M - 803 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 803 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Dental$239K
  • Vision$239K
  • Life$146K
  • Other$146K
Total $4.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • ANTHEM LIFE INSURANCE COMPANY6%
  • STANDARD INSURANCE COMPANY3%
  • HARTFORD LIFE AND ACCIDENT3%
Total $4.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • JAMES A SCOTT & SON INC79%
  • EMPLOYEE FAMILY PROTECTION INC20%
  • WATCHTOWER BENEFITS, LLC1%
Total $211K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

SOLI ORGANIC 401(K) PLAN

401k

Assets$5.9M
Participants617
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOLI ORGANIC INC. EMPLOYEE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.3M
Covered lives803
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003SOLI ORGANIC 401(K) PLAN401k$5.9M6172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOLI ORGANIC INC. EMPLOYEE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.3M8032024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica