Filed December 1, 2022 (most recent of 5 filings on file)
Total covered: 36 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $160,951 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,698 |
Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $34,911 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,321 | $107,339-79.2% | $85,709-74.0% | $101,555-78.0% |
| Participation rate | 51.4% | 73.0%-21.6pp | 69.9%-18.5pp | 74.5%-23.2pp |
| Annual return | 16.48% | 20.15%-3.7pp | 21.49%-5.0pp | 21.00%-4.5pp |
| Employer contribution / active EE | $239 | $3,291-92.7% | $2,619-90.9% | $2,972-92.0% |
| Participant deferral / active EE | $2,175 | $4,375-50.3% | $3,924-44.6% | $4,874-55.4% |
| Admin fee / account holder | $54 | $106-49.1% | $6,876-99.2% | $139-61.2% |