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 9-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 | $52,060 |
Service code 14 · EIN 47-4028932 | Plan Administrator | $9,238 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $5,664 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,812 | $75,388-53.8% | $123,544-71.8% | $55,725-37.5% |
| Participation rate | 58.0% | 75.7%-17.7pp | 82.3%-24.3pp | 70.9%-12.9pp |
| Annual return | 559.45% | 4.48%+555.0pp | 119.20%+440.3pp | 244.93%+314.5pp |
| Employer contribution / active EE | $1,659 | $3,063-45.8% | $4,628-64.1% | $2,078-20.2% |
| Participant deferral / active EE | $3,031 | $5,651-46.4% | $6,426-52.8% | $3,356-9.7% |
| Admin fee / account holder | $268 | $120+123.7% | $9,284-97.1% | $115+132.5% |