See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $486,046 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $219,737 |
BKS RETIREMENT SERVICES6 years Filed as: BKS Service code 26 · EIN 84-1921272 | Advisory (Participants) | $59,436 |
CARR, RIGGS & INGRAM, LLC6 years Filed as: CARR RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,658 | $44,897+1.7% | $84,966-46.3% | $199,593-77.1% |
| Participation rate | 44.5% | 45.7%-1.2pp | 67.5%-23.0pp | 72.0%-27.5pp |
| Annual return | 18.40% | 20.96%-2.6pp | 66.38%-48.0pp | 34.25%-15.8pp |
| Employer contribution / active EE | $1,246 | $1,365-8.8% | $2,727-54.3% | $3,034-58.9% |
| Participant deferral / active EE | $2,512 | $2,668-5.8% | $4,519-44.4% | $5,087-50.6% |
| Admin fee / account holder | $264 | $584-54.8% | $6,149-95.7% | $269-1.7% |