Filed November 29, 2005 (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.
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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS10+ years Filed as: SOLTIS INVESTMENT ADVISORS, INC. Service code 27 · EIN 27-3188744 | Advisory (Plan) | $139,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $57,723 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,449 | $110,282-12.5% | $102,434-5.8% | $199,960-51.8% |
| Participation rate | 52.4% | 86.3%-33.9pp | 76.5%-24.1pp | 72.0%-19.6pp |
| Annual return | 19.73% | 35.75%-16.0pp | 29.46%-9.7pp | 34.28%-14.5pp |
| Employer contribution / active EE | $1,497 | $3,603-58.5% | $3,023-50.5% | $3,036-50.7% |
| Participant deferral / active EE | $4,111 | $6,376-35.5% | $5,055-18.7% | $5,087-19.2% |
| Admin fee / account holder | $101 | $122-17.6% | $9,462-98.9% | $269-62.6% |