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 ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $270,405 |
HUMAN RESOURCES INC8+ years Service code 14 · EIN 52-1665523 | Plan Administrator | $88,438 |
HARBOR8+ years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 2330 WEST JOPPA ROAD · LUTHERVILLE, MD 21093 | Advisory (Participants) | $86,023 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $43,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,971 | $82,202-38.0% | $125,339-59.3% | $64,808-21.4% |
| Participation rate | 73.2% | 77.9%-4.6pp | 82.4%-9.1pp | 71.5%+1.8pp |
| Annual return | -14.74% | 3.48%-18.2pp | 572.05%-586.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $4,231 | $3,615+17.0% | $4,814-12.1% | $2,506+68.9% |
| Participant deferral / active EE | $5,118 | $7,175-28.7% | $7,446-31.3% | $4,310+18.7% |
| Admin fee / account holder | $373 | $163+128.6% | $10,010-96.3% | $188+98.7% |