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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $88,232 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,511 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,281 | $88,122-56.6% | $141,162-72.9% | $67,579-43.4% |
| Participation rate | 36.4% | 76.5%-40.0pp | 82.5%-46.0pp | 71.3%-34.9pp |
| Annual return | 28.27% | 75.40%-47.1pp | 71.39%-43.1pp | 378.56%-350.3pp |
| Employer contribution / active EE | $1,518 | $3,224-52.9% | $4,735-67.9% | $2,148-29.3% |
| Participant deferral / active EE | $3,355 | $5,958-43.7% | $6,709-50.0% | $3,539-5.2% |
| Admin fee / account holder | $332 | $131+153.4% | $10,261-96.8% | $142+133.1% |