Filed August 28, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS4+ years Service code 27 · EIN 87-0506413 | Advisory (Plan) | $47,274 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP - ROCKY MTN Service code 15 · EIN 87-0364490 | Recordkeeping | $6,298 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,952 | $80,005-61.3% | $140,019-77.9% | $55,725-44.5% |
| Participation rate | 56.1% | 87.0%-30.9pp | 87.5%-31.4pp | 70.9%-14.7pp |
| Annual return | -3.20% | 0.46%-3.7pp | 651.15%-654.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $2,150 | $3,403-36.8% | $5,605-61.6% | $2,078+3.5% |
| Participant deferral / active EE | $3,493 | $5,264-33.6% | $6,927-49.6% | $3,356+4.1% |
| Admin fee / account holder | $116 | $1160% | $10,705-98.9% | $115+0.5% |