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 ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $581,739 |
FRANK CRUM 11, INC.5+ years Service code 14 · EIN 59-2626531 | Plan Administrator | $142,253 |
SLAVIC INTEGRATED ADMINISTRATION5+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $113,676 |
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 | $22,827 | $34,813-34.4% | $84,611-73.0% | $82,204-72.2% |
| Participation rate | 16.1% | 33.8%-17.7pp | 68.2%-52.1pp | 73.4%-57.3pp |
| Annual return | 30.87% | 44.87%-14.0pp | 258.74%-227.9pp | 26.31%+4.6pp |
| Employer contribution / active EE | $512 | $718-28.7% | $2,652-80.7% | $2,707-81.1% |
| Participant deferral / active EE | $1,217 | $1,334-8.7% | $3,899-68.8% | $4,246-71.3% |
| Admin fee / account holder | $180 | $107+68.8% | $4,912-96.3% | $76+138.5% |