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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $83,907 |
MIDWEST MANAGEMENT GROUP INC.7 years Service code 14 · EIN 26-0269975 | Plan Administrator | $15,072 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $13,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,705 | $34,677-74.9% | $77,024-88.7% | $64,808-86.6% |
| Participation rate | 42.4% | 49.8%-7.5pp | 67.9%-25.5pp | 71.5%-29.1pp |
| Annual return | -15.95% | -5.33%-10.6pp | 42.32%-58.3pp | 32.82%-48.8pp |
| Employer contribution / active EE | $491 | $1,370-64.2% | $2,812-82.6% | $2,506-80.4% |
| Participant deferral / active EE | $961 | $2,556-62.4% | $4,426-78.3% | $4,310-77.7% |
| Admin fee / account holder | $150 | $179-16.0% | $5,425-97.2% | $188-20.1% |