Filed February 22, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $18,844 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $7,926 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,819 | $75,183+31.4% | $123,892-20.2% | $55,167+79.1% |
| Participation rate | 83.8% | 72.8%+10.9pp | 81.4%+2.3pp | 69.0%+14.8pp |
| Annual return | 9.87% | 19.01%-9.1pp | 47.52%-37.6pp | 169.23%-159.4pp |
| Employer contribution / active EE | $9,643 | $2,823+241.5% | $4,617+108.9% | $1,963+391.3% |
| Participant deferral / active EE | $12,904 | $5,084+153.8% | $5,984+115.6% | $3,054+322.5% |
| Admin fee / account holder | $242 | $663-63.5% | $8,357-97.1% | $504-52.1% |