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 ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $255,794 |
Service code 10 · EIN 38-3358642 | Accounting | $171,010 |
SLAVIC INTEGRATED ADMINISTRATION7+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $63,219 |
GROOM LAW GROUP4 years Service code 26 1701 PENNSYLVANIA AVENUE, N.W · WASHINGTON, DC 20006 | Advisory (Participants) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,972 | $45,719+31.2% | $96,139-37.6% | $93,030-35.5% |
| Participation rate | 35.7% | 45.8%-10.1pp | 68.4%-32.7pp | 73.9%-38.2pp |
| Annual return | 0.18% | 3211.95%-3211.8pp | 191.94%-191.8pp | 158.70%-158.5pp |
| Employer contribution / active EE | $872 | $1,139-23.4% | $2,797-68.8% | $2,706-67.8% |
| Participant deferral / active EE | $2,053 | $2,344-12.4% | $4,349-52.8% | $4,562-55.0% |
| Admin fee / account holder | $479 | $128+273.9% | $5,537-91.4% | $152+215.6% |