SOLTIS INVESTMENT ADVISORS
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served47+7 YoYRank #369 of mapped providers
Assets under administration$5.1B0.0%Market share · rank #1887
Fees received$4MMedian $49,274/planSum across Schedule C direct + indirect
Net wins YoY+711 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SOLTIS INVESTMENT ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where SOLTIS INVESTMENT ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Direct payment from the plan; Investment advisory (plan)Code 27 | 26 | $51,389 | |
Investment management; Investment advisory (plan); Investment advisory (participants)Code 26 | 9 | $41,708 | |
Investment management; Direct payment from the planCode 28 | 7 | $38,798 | |
Direct payment from the plan; Investment advisory (participants); Investment advisory (plan); Contract Administrator; Consulting fees; Other feesCode 13 | 2 | $137,970 | |
Recordkeeping fees; Other fees; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $31,346 | |
Direct payment from the plan; Other services; Investment advisory (plan); Consulting (pension); Consulting (general); Investment management; Other fees; Investment advisory (participants); Consulting fees; Participant communicationCode 16 | 2 | $71,002 | |
Other feesCode 99 | 1 | $14,444 |
Competitor overlap
Percent of SOLTIS INVESTMENT ADVISORS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SOLTIS INVESTMENT ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
COLORADO PERMANENTE MEDICAL GROUP, P.C.CO · 840832336-002 | CHARLES SCHWAB & CO., INC. | $1.0B |
FRED A. MORETON & COMPANYUT · 870218394-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $67M |
MLSC HOLDING CO. INC.UT · 262906608-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $34M |
MOUNTAINLANDS COMMUNITY HEALTH CENTERUT · 870515716-001 | PCS RETIREMENT, LLC | $15M |
PAYDAY BENEFITS, LLCUT · 200416309-333 | (new plan) | $7M |
CANOPY TAX, INC.UT · 465164530-001 | GUIDELINE, INC. | $6M |
300 STEWART AVENUE CORPORATION.NV · 260541486-001 | (new plan) | $5M |
CEDAR BAND CORPORATIONUT · 800906481-002 | GLOBAL RETIREMENT PARTNERS LLC | $0 |
Plans lost in 2024
Appeared last year under SOLTIS INVESTMENT ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
IFIT INC.UT · 870531206-001 | GLOBAL RETIREMENT PARTNERS LLC | $69M |
KIMBALL ELECTRONICS, INC.UT · 870214972-002 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SKYWEST, INC.UT · 870292166-001 | $1.4B | 18,854 | $54,503 | 7y | 1 |
COLORADO PERMANENTE MEDICAL GROUP, P.C.CO · 840832336-002 | $1.0B | 1,736 | $13,277 | 1y | 1 |
NCL BAHAMAS LTD.FL · 200470259-002 | $330M | 5,621 | $112,296 | 9y | 1 |
CLYDE COMPANIES, INC.UT · 870260879-002 | $326M | 5,100 | $428,466 | 10y | 1 |
MERIT MEDICAL SYSTEMS, INC.UT · 870447695-001 | $217M | 3,834 | $139,426 | 7y | 1 |
AFS HOLDINGS, INC.UT · 816012613-002 | $208M | 3,513 | $57,397 | 10y | - |
ADVISORTRUST, INC.SD · 464091337-002 | $157M | 5,728 | $403,234 | 3y | 1 |
TOM JAMES COMPANYTN · 351285878-001 | $126M | 1,874 | $207,946 | 10y | - |
C.R. ENGLAND, INC.UT · 870257969-003 | $121M | 8,296 | $34,894 | 10y | 2 |
TEXO ABC-AGC, INC.TX · 320274111-002 | $117M | 7,018 | $97,555 | 4y | 1 |
Flag exposure
89.4%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into SOLTIS INVESTMENT ADVISORS.
- SOLTIS
- SOLTIS ADVISORS
- SOLTIS INVESTMENT ADVISO
- SOLTIS INVESTMENT ADVISORS
- SOLTIS INVESTMENT ADVISORS INC
- SOLTIS INVESTMENT ADVISORS LLC
- SOLTIS INVESTMENT ADVISORS, INC
- SOLTIS INVESTMENT ADVISORS, INC.
- SOLTIS INVESTMENT ADVISORS, LLC
- SOLTIS INVESTMENTS ADVISORS
- SOLTIS INVESTMETN ADVISORS
- SOLTIS INVESTMNET ADVISORS LLC
- SOLTIS INVETMENT ADVISORS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SOLTIS INVESTMENT ADVISORS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 5 | 10.64% | 7.76% | +2.88 pp |
| Fidelity bond gap | 3 | 6.38% | 26.94% | -20.56 pp |
| Late contributions | 9 | 19.15% | 1.71% | +17.44 pp |
| Failed to provide benefit | 3 | 6.38% | 0.14% | +6.24 pp |
| Corrective distributions | 9 | 19.15% | 1.76% | +17.39 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SOLTIS INVESTMENT ADVISORS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).