Filed October 13, 1992
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 |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION1+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $257,384 |
FRANK CRUM 11, INC.1+ years Service code 14 · EIN 59-2626531 | Plan Administrator | $67,296 |
SLAVIC INTEGRATED ADMINISTRATION1+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $43,833 |
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 | $24,487 | $30,979-21.0% | $67,711-63.8% | $59,188-58.6% |
| Participation rate | 21.1% | 40.5%-19.4pp | 67.5%-46.4pp | 69.4%-48.3pp |
| Annual return | 11.70% | -1.74%+13.4pp | 25.41%-13.7pp | 5.51%+6.2pp |
| Employer contribution / active EE | $292 | $807-63.8% | $2,559-88.6% | $2,098-86.1% |
| Participant deferral / active EE | $752 | $1,603-53.1% | $3,585-79.0% | $3,265-77.0% |
| Admin fee / account holder | $248 | $81+206.7% | $4,255-94.2% | $92+169.5% |