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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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $74,457 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $14,447 |
WEINSTEIN ZUGMAN, LLC6 years Service code 10 · EIN 20-0453834 | Accounting | $8,400 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,473 | $34,677+8.1% | $77,024-51.3% | $64,808-42.2% |
| Participation rate | 47.2% | 49.8%-2.6pp | 67.9%-20.7pp | 71.5%-24.2pp |
| Annual return | -13.01% | -5.33%-7.7pp | 42.32%-55.3pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,698 | $1,370+23.9% | $2,812-39.6% | $2,506-32.3% |
| Participant deferral / active EE | $3,098 | $2,556+21.2% | $4,426-30.0% | $4,310-28.1% |
| Admin fee / account holder | $370 | $179+107.2% | $5,425-93.2% | $188+97.0% |