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 | $28,452 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $6,309 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,864 | $73,102+66.7% | $123,544-1.4% | $56,287+116.5% |
| Participation rate | 84.7% | 74.3%+10.4pp | 82.3%+2.4pp | 69.9%+14.9pp |
| Annual return | -3.48% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $8,796 | $2,977+195.5% | $4,628+90.1% | $2,111+316.7% |
| Participant deferral / active EE | $12,675 | $5,423+133.7% | $6,426+97.3% | $3,350+278.4% |
| Admin fee / account holder | $246 | $554-55.6% | $9,284-97.4% | $521-52.9% |