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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $107,095 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP. Service code 28 · EIN 59-2749576 | Investment Management | $36,520 |
SPIRIT HUMAN RESOURCES, LLC7 years Service code 14 · EIN 47-4960461 | Plan Administrator | $27,343 |
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 | $55,501 | $106,028-47.7% | $146,958-62.2% | $77,643-28.5% |
| Participation rate | 62.3% | 78.4%-16.1pp | 82.2%-19.9pp | 70.6%-8.3pp |
| Annual return | 26.48% | 56.73%-30.3pp | 418.34%-391.9pp | 31.24%-4.8pp |
| Employer contribution / active EE | $1,632 | $4,063-59.8% | $4,933-66.9% | $2,726-40.1% |
| Participant deferral / active EE | $3,586 | $7,990-55.1% | $8,070-55.6% | $4,647-22.8% |
| Admin fee / account holder | $474 | $337+40.3% | $12,998-96.4% | $430+10.0% |