Filed July 26, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS8 years Filed as: SOLTIS INVETMENT ADVISORS Service code 27 · EIN 27-3188744 | Advisory (Plan) | $99,803 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,284 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,872 | $98,727+38.6% | $113,168+20.9% | $85,563+60.0% |
| Participation rate | 99.8% | 80.8%+19.0pp | 76.6%+23.3pp | 66.0%+33.9pp |
| Annual return | 16.86% | 17.43%-0.6pp | 24.27%-7.4pp | 31.51%-14.7pp |
| Employer contribution / active EE | $6,772 | $2,907+133.0% | $2,975+127.6% | $2,654+155.2% |
| Participant deferral / active EE | $8,390 | $5,424+54.7% | $5,107+64.3% | $4,375+91.8% |
| Admin fee / account holder | $144 | $357-59.5% | $12,068-98.8% | $834-82.7% |