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 ADMINISTRATION9+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $139,837 |
SLAVIC INTEGRATED ADMINISTRATION9+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $23,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,413 | $40,278-31.9% | $80,569-66.0% | $80,160-65.8% |
| Participation rate | 57.1% | 47.5%+9.5pp | 67.0%-9.9pp | 72.9%-15.9pp |
| Annual return | 18.68% | 50.86%-32.2pp | 935.43%-916.8pp | 40.38%-21.7pp |
| Employer contribution / active EE | $1,704 | $1,332+27.9% | $2,723-37.4% | $2,978-42.8% |
| Participant deferral / active EE | $3,620 | $2,696+34.3% | $4,447-18.6% | $5,017-27.8% |
| Admin fee / account holder | $167 | $210-20.4% | $5,377-96.9% | $145+15.5% |