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| Provider | Service type | Compensation |
|---|---|---|
SOLTIS INVESTMENT ADVISORS7 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $66,081 |
Service code 37 · EIN 04-2647786 | Loan Processing | $44,619 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,740 | $90,064-40.3% | $100,392-46.5% | $77,736-30.9% |
| Participation rate | 78.9% | 81.3%-2.4pp | 81.5%-2.6pp | 70.6%+8.3pp |
| Annual return | 21.08% | 20.61%+0.5pp | 49.45%-28.4pp | 31.26%-10.2pp |
| Employer contribution / active EE | $3,927 | $3,043+29.0% | $3,941-0.4% | $2,728+44.0% |
| Participant deferral / active EE | $7,833 | $8,282-5.4% | $8,090-3.2% | $4,651+68.4% |
| Admin fee / account holder | $362 | $172+110.3% | $7,904-95.4% | $433-16.5% |