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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.
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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 ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $358,081 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $113,296 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY PARTNERS INV. CONSULTING Service code 26 2729 STATE ROAD 580, SUITE C · CLEARWATER, FL 33761 | Advisory (Participants) | $19,699 |
Service code 26 2729 STATE ROAD 580, SUITE C · CLEARWATER, FL 33761 | Advisory (Participants) | $19,699 |
Filed as: CARR RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $16,000 |
BKS RETIREMENT SERVICES1 year Filed as: BKS Service code 26 · EIN 84-1921272 | Advisory (Participants) | $13,133 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,111 | $41,617+18.0% | $84,611-42.0% | $77,787-36.9% |
| Participation rate | 44.8% | 45.0%-0.2pp | 68.2%-23.4pp | 73.2%-28.4pp |
| Annual return | 26.05% | 24.97%+1.1pp | 258.74%-232.7pp | 32.57%-6.5pp |
| Employer contribution / active EE | $901 | $1,061-15.1% | $2,652-66.0% | $2,504-64.0% |
| Participant deferral / active EE | $2,091 | $2,129-1.8% | $3,899-46.4% | $3,967-47.3% |
| Admin fee / account holder | $259 | $121+113.9% | $4,912-94.7% | $100+158.7% |