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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $11,600 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,910 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,912 | $60,165-75.2% | $74,184-79.9% | $55,167-73.0% |
| Participation rate | 74.6% | 74.2%+0.5pp | 76.6%-2.0pp | 69.0%+5.6pp |
| Annual return | 5.26% | 10.00%-4.7pp | 17.74%-12.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $667 | $1,600-58.3% | $2,370-71.9% | $1,963-66.0% |
| Participant deferral / active EE | $1,548 | $2,973-47.9% | $3,550-56.4% | $3,054-49.3% |
| Admin fee / account holder | $101 | $419-76.0% | $5,586-98.2% | $504-80.0% |