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 ADMINISTRATION8+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $650,953 |
SLAVIC INTEGRATED ADMINISTRATION8+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $152,869 |
WEINSTEIN ZUGMAN, LLC2 years Service code 10 · EIN 20-0453834 | Accounting | $22,812 |
FRANK CRUM 11, INC.8+ years Service code 14 · EIN 59-2626531 | Plan Administrator | $22,070 |
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 | $28,935 | $32,482-10.9% | $77,024-62.4% | $78,044-62.9% |
| Participation rate | 28.7% | 37.9%-9.2pp | 67.9%-39.2pp | 74.4%-45.7pp |
| Annual return | -16.03% | -7.74%-8.3pp | 42.32%-58.3pp | 10.87%-26.9pp |
| Employer contribution / active EE | $689 | $965-28.6% | $2,812-75.5% | $3,125-77.9% |
| Participant deferral / active EE | $1,861 | $2,316-19.6% | $4,426-58.0% | $5,084-63.4% |
| Admin fee / account holder | $203 | $107+88.7% | $5,425-96.3% | $79+156.7% |