Plan Snapshot
- Plan Sponsor: Solari, INC.
- Sponsor EIN: 260446321
- Sponsor Address: 1275 W. WASHINGTON ST. SUITE 210, TEMPE, AZ, 85281
- Plan Type: 401(k)
- Total Participants: 670
- Total Assets: $12.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 670 | $12.5M | $1.0M | $1.8M |
| 2023 | 490 | $9.3M | $926,398 | $1.5M |
| 2022 | 444 | $6.6M | $647,973 | $1.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $110,056 | $39,378 | — | — | — |
| 2023 | $81,889 | $29,942 | — | — | — |
| 2022 | $73,413 | $29,264 | — | — | $4,000 |