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 ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $6,234,853 |
Service code 14 · EIN 65-0731524 | Plan Administrator | $416,320 |
REGIONS BANK6+ years Filed as: REGIONS Service code 16 P.O. BOX 12385 · BIRMINGHAM, AL 352022385 | Consulting | $138,750 |
BKS RETIREMENT SERVICES1 year Filed as: BKS FINANCIAL INVESTMENTS, LLC Service code 26 25400 US 19 N., SUITE 204 · CLEARWATER, FL 33763 | Advisory (Participants) | $53,125 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $47,087 |
MAYER HOFFMAN MCCANN P.C.6+ years Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $37,000 |
FORRESTALL CPAS1 year Service code 10 5328 LANIER ISLANDS PARKWAY · BUFORD, GA 30518 | Accounting | $21,658 |
Service code 29 PO BOX 71396 · CHICAGO, IL 606941396 | Legal | $5,000 |
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.
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 | $31,508 | $36,321-13.3% | $89,391-64.8% | $106,222-70.3% |
| Participation rate | 41.7% | 29.8%+11.9pp | 68.0%-26.3pp | 70.8%-29.1pp |
| Annual return | 4.30% | 24.00%-19.7pp | 245.62%-241.3pp | 21.69%-17.4pp |
| Employer contribution / active EE | $871 | $507+71.9% | $2,586-66.3% | $2,723-68.0% |
| Participant deferral / active EE | $2,367 | $1,286+84.0% | $3,890-39.1% | $4,600-48.5% |
| Admin fee / account holder | $112 | $78+43.3% | $4,881-97.7% | $78+42.2% |