Filed January 6, 2006 (most recent of 2 filings on file)
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 | $5,940,330 |
Filed as: OASIS OUTSOURCING HOLDINGS, INC. Service code 14 · EIN 65-0731524 | Plan Administrator | $459,051 |
REGIONS BANK5+ years Filed as: REGIONS Service code 16 P.O. BOX 12385 · BIRMINGHAM, AL 352022385 | Consulting | $71,250 |
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $41,000 |
GROOM LAW GROUP2 years Filed as: GROOM LAW Service code 29 1701 PENNSYLVANIA AVE NW · WASHINGTON, DC 20006 | Legal | $14,167 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY PARTNERS INVEST CONSULTIN Service code 16 · EIN 26-1370206 | Consulting | $7,500 |
Service code 16 · EIN 51-0595589 | Consulting | $5,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,784 | $32,762-6.0% | $84,611-63.6% | $89,569-65.6% |
| Participation rate | 45.7% | 34.6%+11.1pp | 68.2%-22.6pp | 69.6%-23.9pp |
| Annual return | 57.83% | 28.37%+29.5pp | 258.74%-200.9pp | 34.56%+23.3pp |
| Employer contribution / active EE | $781 | $564+38.6% | $2,652-70.5% | $2,584-69.8% |
| Participant deferral / active EE | $2,078 | $1,501+38.5% | $3,899-46.7% | $4,220-50.8% |
| Admin fee / account holder | $111 | $82+34.3% | $4,912-97.7% | $72+54.7% |