See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 ADMINISTRATION6+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $33,360 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $5,289 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,976 | $43,133-5.0% | $89,391-54.2% | $73,488-44.2% |
| Participation rate | 77.8% | 55.0%+22.8pp | 68.0%+9.8pp | 70.7%+7.1pp |
| Annual return | 13.33% | 135.66%-122.3pp | 245.62%-232.3pp | 28.51%-15.2pp |
| Employer contribution / active EE | $1,117 | $1,438-22.3% | $2,586-56.8% | $2,270-50.8% |
| Participant deferral / active EE | $2,902 | $2,445+18.7% | $3,890-25.4% | $3,740-22.4% |
| Admin fee / account holder | $328 | $444-26.2% | $4,881-93.3% | $513-36.2% |