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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $210,031 |
HARBOR6+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $65,518 |
HUMAN RESOURCES INC6+ years Service code 14 · EIN 52-1665523 | Plan Administrator | $64,630 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $29,596 |
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 | $47,507 | $100,801-52.9% | $149,696-68.3% | $73,409-35.3% |
| Participation rate | 74.0% | 77.7%-3.7pp | 82.5%-8.5pp | 72.2%+1.8pp |
| Annual return | 14.61% | 265.34%-250.7pp | 276.60%-262.0pp | 59.29%-44.7pp |
| Employer contribution / active EE | $3,327 | $3,312+0.5% | $4,644-28.4% | $2,234+49.0% |
| Participant deferral / active EE | $3,814 | $6,404-40.4% | $6,842-44.2% | $3,805+0.2% |
| Admin fee / account holder | $302 | $181+67.1% | $9,309-96.8% | $158+91.3% |