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 ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $519,195 |
FRANK CRUM 11, INC.4+ years Service code 14 · EIN 59-2626531 | Plan Administrator | $119,553 |
SLAVIC INTEGRATED ADMINISTRATION4+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $88,644 |
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 | $15,990 | $32,929-51.4% | $76,523-79.1% | $68,904-76.8% |
| Participation rate | 37.8% | 38.1%-0.4pp | 68.0%-30.2pp | 74.1%-36.4pp |
| Annual return | 7.89% | 7.15%+0.7pp | -0.27%+8.2pp | 1.07%+6.8pp |
| Employer contribution / active EE | $389 | $904-57.0% | $2,647-85.3% | $2,540-84.7% |
| Participant deferral / active EE | $959 | $1,310-26.8% | $3,835-75.0% | $4,015-76.1% |
| Admin fee / account holder | $157 | $93+68.0% | $4,848-96.8% | $71+119.5% |