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 | $22,866 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $10,104 |
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 | $120,090 | $80,753+48.7% | $136,294-11.9% | $62,292+92.8% |
| Participation rate | 82.9% | 73.5%+9.4pp | 81.9%+1.0pp | 69.5%+13.4pp |
| Annual return | 18.97% | 35.83%-16.9pp | 5155.94%-5137.0pp | 28.90%-9.9pp |
| Employer contribution / active EE | $9,083 | $2,884+215.0% | $4,695+93.4% | $2,042+344.7% |
| Participant deferral / active EE | $12,421 | $5,164+140.5% | $6,247+98.8% | $3,169+291.9% |
| Admin fee / account holder | $261 | $525-50.4% | $9,243-97.2% | $479-45.6% |