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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS1+ years Service code 16 · EIN 87-0526413 | Consulting | $13,950 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP-ROCKY MTN Service code 10 · EIN 87-0364490 | Accounting | $7,525 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,528 | $54,320-73.3% | $67,652-78.5% | $52,331-72.2% |
| Participation rate | 78.4% | 73.6%+4.8pp | 75.7%+2.7pp | 68.1%+10.2pp |
| Annual return | -4.72% | 6.81%-11.5pp | 6625.40%-6630.1pp | 4.54%-9.3pp |
| Employer contribution / active EE | $573 | $1,544-62.9% | $2,266-74.7% | $1,882-69.5% |
| Participant deferral / active EE | $1,228 | $2,950-58.4% | $3,560-65.5% | $3,022-59.4% |
| Admin fee / account holder | $141 | $527-73.2% | $4,821-97.1% | $592-76.1% |