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 ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $236,641 |
Service code 10 · EIN 38-3358642 | Accounting | $87,187 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $62,971 |
GROOM LAW GROUP3 years Service code 26 1701 PENNSYLVANIA AVENUE, N.W · WASHINGTON, DC 20006 | Advisory (Participants) | $18,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,993 | $46,219+19.0% | $89,391-38.5% | $90,288-39.1% |
| Participation rate | 39.0% | 44.9%-5.8pp | 68.0%-28.9pp | 73.4%-34.3pp |
| Annual return | 11.36% | 25.71%-14.3pp | 245.62%-234.3pp | 53.97%-42.6pp |
| Employer contribution / active EE | $798 | $953-16.3% | $2,586-69.1% | $2,524-68.4% |
| Participant deferral / active EE | $1,950 | $2,136-8.7% | $3,890-49.9% | $4,232-53.9% |
| Admin fee / account holder | $173 | $147+17.6% | $4,881-96.5% | $114+51.5% |