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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS1+ years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $12,676 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,418 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,025 | $99,957-69.0% | $149,730-79.3% | $73,493-57.8% |
| Participation rate | 76.3% | 75.7%+0.6pp | 82.5%-6.2pp | 70.7%+5.6pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.70%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,500 | $3,191-53.0% | $4,645-67.7% | $2,270-33.9% |
| Participant deferral / active EE | $6,130 | $6,073+0.9% | $6,843-10.4% | $3,740+63.9% |
| Admin fee / account holder | $156 | $551-71.7% | $9,310-98.3% | $513-69.7% |