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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $4,027,049 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $773,162 |
Service code 14 · EIN 46-2283648 | Plan Administrator | $175,686 |
BKS RETIREMENT SERVICES2 years Service code 26 · EIN 84-1921272 | Advisory (Participants) | $45,000 |
UHY LLP4 years Service code 10 · EIN 20-0694403 | Accounting | $29,350 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,747 | $97,018+2.8% | $149,696-33.4% | $106,222-6.1% |
| Participation rate | 0.0% | 67.0%-67.0pp | 82.5%-82.5pp | 70.8%-70.8pp |
| Annual return | 47.54% | 24.13%+23.4pp | 276.60%-229.1pp | 21.69%+25.8pp |
| Employer contribution / active EE | $1,528 | $2,520-39.4% | $4,644-67.1% | $2,723-43.9% |
| Participant deferral / active EE | $5,739 | $5,988-4.1% | $6,842-16.1% | $4,600+24.8% |
| Admin fee / account holder | $470 | $72+552.4% | $9,309-94.9% | $78+499.9% |