Filed October 1, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $176,707 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,989 | $88,730-56.1% | $82,313-52.6% | $77,958-50.0% |
| Participation rate | 69.5% | 84.5%-15.0pp | 76.9%-7.4pp | 71.6%-2.1pp |
| Annual return | 20.07% | 20.88%-0.8pp | 25.88%-5.8pp | 20.87%-0.8pp |
| Employer contribution / active EE | $1,612 | $2,758-41.5% | $2,428-33.6% | $2,310-30.2% |
| Participant deferral / active EE | $3,348 | $4,634-27.8% | $3,706-9.7% | $3,537-5.3% |
| Admin fee / account holder | $169 | $74+128.5% | $5,608-97.0% | $97+73.6% |