Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS2+ years Filed as: SOLTIS INVESTMENT ADVISORS, INC. Service code 27 · EIN 87-0506413 | Advisory (Plan) | $32,693 |
NEWPORT GROUP, INC.1 year Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $32,133 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $8,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,005 | $46,732-35.8% | $156,551-80.8% | $55,167-45.6% |
| Participation rate | 94.5% | 65.8%+28.7pp | 84.0%+10.5pp | 69.0%+25.5pp |
| Annual return | 7.07% | 17.72%-10.6pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,306 | $2,105-38.0% | $5,501-76.3% | $1,963-33.5% |
| Participant deferral / active EE | $2,886 | $2,204+30.9% | $4,871-40.8% | $3,054-5.5% |
| Admin fee / account holder | $212 | $418-49.3% | $13,028-98.4% | $504-57.9% |