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 | $21,356 |
WEINSTEIN ZUGMAN, LLC1 year Filed as: WEINSTEIN ZUGMAN Service code 10 · EIN 20-0453834 | Accounting | $7,000 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $5,594 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $38,589 | $81,474-52.6% | $133,956-71.2% | $73,488-47.5% |
| Participation rate | 82.0% | 76.4%+5.6pp | 79.8%+2.2pp | 70.7%+11.3pp |
| Annual return | 15.46% | 19.40%-3.9pp | 45.09%-29.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,160 | $2,209-47.5% | $3,919-70.4% | $2,270-48.9% |
| Participant deferral / active EE | $2,214 | $3,786-41.5% | $5,048-56.1% | $3,740-40.8% |
| Admin fee / account holder | $283 | $713-60.3% | $8,927-96.8% | $513-44.9% |