See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS2 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 20 N MAIN STE 400 · ST GEORGE, UT 84770 | Advisory (Plan) | $18,431 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,610 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,299 | $64,909-74.9% | $82,313-80.2% | $62,292-73.8% |
| Participation rate | 82.6% | 74.9%+7.7pp | 76.9%+5.7pp | 69.5%+13.1pp |
| Annual return | 19.07% | 21.18%-2.1pp | 25.88%-6.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $725 | $1,676-56.8% | $2,428-70.2% | $2,042-64.5% |
| Participant deferral / active EE | $1,708 | $3,103-45.0% | $3,706-53.9% | $3,169-46.1% |
| Admin fee / account holder | $140 | $440-68.2% | $5,608-97.5% | $479-70.8% |