Filed October 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $57,873 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,780 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,158 | $91,695+7.0% | $67,575+45.3% | $77,736+26.3% |
| Participation rate | 96.1% | 76.0%+20.1pp | 72.9%+23.2pp | 70.6%+25.5pp |
| Annual return | 13.57% | 14.88%-1.3pp | 3528.98%-3515.4pp | 31.26%-17.7pp |
| Employer contribution / active EE | $5,780 | $3,189+81.2% | $2,736+111.3% | $2,728+111.9% |
| Participant deferral / active EE | $9,111 | $3,912+132.9% | $4,003+127.6% | $4,651+95.9% |
| Admin fee / account holder | $355 | $245+45.0% | $3,993-91.1% | $433-18.1% |