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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.
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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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $57,674 |
Filed as: SLAVIC MUTUAL FIND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $9,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,995 | $39,948+10.1% | $89,391-50.8% | $73,409-40.1% |
| Participation rate | 53.0% | 50.4%+2.6pp | 68.0%-15.0pp | 72.2%-19.2pp |
| Annual return | 43.18% | 50.12%-6.9pp | 245.62%-202.4pp | 59.29%-16.1pp |
| Employer contribution / active EE | $1,547 | $1,200+28.9% | $2,586-40.2% | $2,234-30.8% |
| Participant deferral / active EE | $2,170 | $2,193-1.0% | $3,890-44.2% | $3,805-43.0% |
| Admin fee / account holder | $226 | $134+68.5% | $4,881-95.4% | $158+43.2% |