Filed October 1, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS9 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 26 · EIN 27-3188744 | Advisory (Participants) | $192,629 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,824 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,693 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,746 | $110,282-25.9% | $102,434-20.2% | $199,960-59.1% |
| Participation rate | 76.1% | 86.3%-10.2pp | 76.5%-0.4pp | 72.0%+4.1pp |
| Annual return | 13.12% | 35.75%-22.6pp | 29.46%-16.3pp | 34.28%-21.2pp |
| Employer contribution / active EE | $2,534 | $3,603-29.7% | $3,023-16.2% | $3,036-16.5% |
| Participant deferral / active EE | $5,292 | $6,376-17.0% | $5,055+4.7% | $5,087+4.0% |
| Admin fee / account holder | $157 | $122+28.7% | $9,462-98.3% | $269-41.6% |