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 ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $297,359 |
FRANK CRUM 11, INC.2+ years Service code 14 · EIN 59-2626531 | Plan Administrator | $76,046 |
SLAVIC INTEGRATED ADMINISTRATION2+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $55,639 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,782 | $31,994-22.5% | $74,583-66.8% | $65,292-62.0% |
| Participation rate | 21.5% | 38.6%-17.1pp | 68.1%-46.6pp | 72.4%-51.0pp |
| Annual return | 6.98% | 18.54%-11.6pp | 20.47%-13.5pp | 11.84%-4.9pp |
| Employer contribution / active EE | $400 | $793-49.6% | $2,525-84.2% | $2,302-82.6% |
| Participant deferral / active EE | $907 | $1,345-32.6% | $3,458-73.8% | $3,579-74.7% |
| Admin fee / account holder | $252 | $74+240.5% | $4,138-93.9% | $57+340.0% |