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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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $114,143 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $16,640 |
Filed as: SERVANT HR 401(K) RETIREMENT PLAN Service code 14 · EIN 30-0190462 | Plan Administrator | $7,581 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,238 | $82,202-55.9% | $125,339-71.1% | $64,808-44.1% |
| Participation rate | 56.5% | 77.9%-21.3pp | 82.4%-25.8pp | 71.5%-14.9pp |
| Annual return | -19.30% | 3.48%-22.8pp | 572.05%-591.4pp | 32.82%-52.1pp |
| Employer contribution / active EE | $1,455 | $3,615-59.7% | $4,814-69.8% | $2,506-41.9% |
| Participant deferral / active EE | $3,877 | $7,175-46.0% | $7,446-47.9% | $4,310-10.1% |
| Admin fee / account holder | $311 | $163+90.5% | $10,010-96.9% | $188+65.6% |