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 ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $586,788 |
FIDUCIARY INVESTMENT ADVISORS9+ years Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $55,298 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $55,298 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $33,987 |
Filed as: SWBC PROFESSIONAL EMPLOYER SERVICES Service code 14 · EIN 27-3708085 | Plan Administrator | $6,892 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,058 | $106,994-76.6% | $135,903-81.6% | $96,393-74.0% |
| Participation rate | 42.8% | 72.5%-29.7pp | 81.9%-39.1pp | 71.3%-28.4pp |
| Annual return | 25.85% | 26.64%-0.8pp | 68.23%-42.4pp | 22.88%+3.0pp |
| Employer contribution / active EE | $593 | $3,391-82.5% | $4,856-87.8% | $3,238-81.7% |
| Participant deferral / active EE | $1,530 | $7,968-80.8% | $7,758-80.3% | $5,455-72.0% |
| Admin fee / account holder | $119 | $79+51.0% | $10,762-98.9% | $74+61.5% |