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 ADMINISTRATION10+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $96,524 |
SLAVIC INTEGRATED ADMINISTRATION10+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $24,132 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $14,016 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $14,016 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,652 | $106,028-43.7% | $146,958-59.4% | $77,643-23.2% |
| Participation rate | 52.2% | 78.4%-26.2pp | 82.2%-30.0pp | 70.6%-18.4pp |
| Annual return | -21.27% | 56.73%-78.0pp | 418.34%-439.6pp | 31.24%-52.5pp |
| Employer contribution / active EE | $2,415 | $4,063-40.6% | $4,933-51.1% | $2,726-11.4% |
| Participant deferral / active EE | $4,700 | $7,990-41.2% | $8,070-41.8% | $4,647+1.1% |
| Admin fee / account holder | $557 | $337+65.0% | $12,998-95.7% | $430+29.4% |