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 ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $355,872 |
FRANK CRUM 11, INC.3+ years Service code 14 · EIN 59-2626531 | Plan Administrator | $91,315 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $66,590 |
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 | $30,022 | $35,598-15.7% | $81,478-63.2% | $177,276-83.1% |
| Participation rate | 23.7% | 43.3%-19.6pp | 68.0%-44.2pp | 74.8%-51.1pp |
| Annual return | 34.48% | 22.81%+11.7pp | 38.78%-4.3pp | 21.25%+13.2pp |
| Employer contribution / active EE | $455 | $903-49.6% | $2,568-82.3% | $2,479-81.7% |
| Participant deferral / active EE | $982 | $1,276-23.0% | $3,537-72.2% | $3,881-74.7% |
| Admin fee / account holder | $250 | $82+206.2% | $4,561-94.5% | $154+62.1% |