Filed December 24, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $221,099 |
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS, LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $99,663 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,724 | $83,436-52.4% | $185,441-78.6% | $83,436-52.4% |
| Participation rate | 98.3% | 73.2%+25.2pp | 80.3%+18.1pp | 73.2%+25.2pp |
| Annual return | 14.51% | 19.34%-4.8pp | 20.16%-5.7pp | 19.34%-4.8pp |
| Employer contribution / active EE | $2,756 | $4,072-32.3% | $4,672-41.0% | $4,072-32.3% |
| Participant deferral / active EE | $4,418 | $3,411+29.5% | $6,152-28.2% | $3,411+29.5% |
| Admin fee / account holder | $203 | $265-23.4% | $17,890-98.9% | $265-23.4% |