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 ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $562,949 |
FRANK CRUM 11, INC.6+ years Service code 14 · EIN 59-2626531 | Plan Administrator | $163,045 |
SLAVIC INTEGRATED ADMINISTRATION6+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $133,004 |
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 | $30,483 | $37,542-18.8% | $89,391-65.9% | $93,223-67.3% |
| Participation rate | 30.2% | 36.7%-6.5pp | 68.0%-37.8pp | 74.9%-44.7pp |
| Annual return | 8.03% | 16.65%-8.6pp | 245.62%-237.6pp | 19.29%-11.3pp |
| Employer contribution / active EE | $690 | $644+7.2% | $2,586-73.3% | $2,680-74.2% |
| Participant deferral / active EE | $1,779 | $1,684+5.6% | $3,890-54.3% | $4,563-61.0% |
| Admin fee / account holder | $219 | $107+104.9% | $4,881-95.5% | $79+176.5% |