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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION11+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $535,395 |
5TH STREET ADVISORS, LLC11+ years Service code 27 34 FIFTH STREET · STAMFORD, CT 06905 | Advisory (Plan) | $396,479 |
VERDEJA DE ARMAS TRUJILL1 year Filed as: VERDEJA AND ALVAREZ, LLP Service code 10 · EIN 20-4989621 | Accounting | $6,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $47,087 | $145,877-67.7% | $150,045-68.6% | $102,872-54.2% |
| Participation rate | 57.6% | 79.8%-22.2pp | 82.3%-24.7pp | 73.0%-15.4pp |
| Annual return | 22.83% | 21.37%+1.5pp | 62.55%-39.7pp | 19.06%+3.8pp |
| Employer contribution / active EE | $1,545 | $4,710-67.2% | $4,693-67.1% | $3,526-56.2% |
| Participant deferral / active EE | $3,310 | $9,491-65.1% | $7,997-58.6% | $5,535-40.2% |
| Admin fee / account holder | $313 | $176+77.8% | $13,435-97.7% | $292+7.0% |