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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $325,628 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $124,307 |
BKS RETIREMENT SERVICES2 years Filed as: BKS Service code 26 · EIN 84-1921272 | Advisory (Participants) | $53,845 |
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $19,000 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY PARTNERS INV. CONSULTING Service code 26 2729 STATE ROAD 580, SUITE C · CLEARWATER, FL 33761 | Advisory (Participants) | $0 |
Service code 26 2729 STATE ROAD 580, SUITE C · CLEARWATER, FL 33761 | Advisory (Participants) | $0 |
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 | $51,980 | $46,219+12.5% | $89,391-41.9% | $90,288-42.4% |
| Participation rate | 44.3% | 44.9%-0.6pp | 68.0%-23.7pp | 73.4%-29.1pp |
| Annual return | 17.07% | 25.71%-8.6pp | 245.62%-228.5pp | 53.97%-36.9pp |
| Employer contribution / active EE | $1,396 | $953+46.4% | $2,586-46.0% | $2,524-44.7% |
| Participant deferral / active EE | $3,172 | $2,136+48.5% | $3,890-18.5% | $4,232-25.1% |
| Admin fee / account holder | $222 | $147+51.3% | $4,881-95.4% | $114+94.8% |