See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $235,294 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $58,656 |
GROOM LAW GROUP2 years Service code 26 1701 PENNSYLVANIA AVENUE, N.W · WASHINGTON, DC 20006 | Advisory (Participants) | $32,349 |
Service code 10 · EIN 38-3358642 | Accounting | $25,580 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,473 | $41,617+26.1% | $84,611-38.0% | $77,787-32.5% |
| Participation rate | 24.1% | 45.0%-20.9pp | 68.2%-44.1pp | 73.2%-49.1pp |
| Annual return | 18.83% | 24.97%-6.1pp | 258.74%-239.9pp | 32.57%-13.7pp |
| Employer contribution / active EE | $700 | $1,061-34.0% | $2,652-73.6% | $2,504-72.0% |
| Participant deferral / active EE | $1,645 | $2,129-22.7% | $3,899-57.8% | $3,967-58.5% |
| Admin fee / account holder | $392 | $121+223.8% | $4,912-92.0% | $100+291.5% |