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 ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $47,784 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $9,290 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $4,151 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $4,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,033 | $40,522-28.4% | $84,611-65.7% | $67,579-57.0% |
| Participation rate | 20.3% | 51.1%-30.8pp | 68.2%-47.9pp | 71.3%-50.9pp |
| Annual return | 20.65% | 32.72%-12.1pp | 258.74%-238.1pp | 378.56%-357.9pp |
| Employer contribution / active EE | $316 | $1,146-72.4% | $2,652-88.1% | $2,148-85.3% |
| Participant deferral / active EE | $1,371 | $2,132-35.7% | $3,899-64.8% | $3,539-61.3% |
| Admin fee / account holder | $297 | $145+104.5% | $4,912-94.0% | $142+108.8% |