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 | $91,692+7.1% | $67,561+45.3% | $77,714+26.3% |
| Participation rate | 96.1% | 76.0%+20.0pp | 72.9%+23.2pp | 70.6%+25.5pp |
| Annual return | 13.57% | 14.88%-1.3pp | 3525.44%-3511.9pp | 31.26%-17.7pp |
| Employer contribution / active EE | $5,780 | $3,188+81.3% | $2,735+111.3% | $2,727+112.0% |
| Participant deferral / active EE | $9,111 | $3,912+132.9% | $4,003+127.6% | $4,649+96.0% |
| Admin fee / account holder | $355 | $245+45.1% | $4,006-91.1% | $433-18.1% |