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 ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $51,997 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT Service code 28 · EIN 59-2749576 | Investment Management | $12,416 |
Filed as: FIDUCIARY PARTNERS INV CONSULTING Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $5,966 |
Service code 26 2729 STATE ROAD 580 · CLEARWATER, FL 33761 | Advisory (Participants) | $5,966 |
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 | $30,252 | $41,647-27.4% | $96,139-68.5% | $86,799-65.1% |
| Participation rate | 31.4% | 50.2%-18.9pp | 68.4%-37.1pp | 72.3%-40.9pp |
| Annual return | 26.35% | 27.24%-0.9pp | 191.94%-165.6pp | 97.91%-71.6pp |
| Employer contribution / active EE | $509 | $1,318-61.3% | $2,797-81.8% | $2,405-78.8% |
| Participant deferral / active EE | $1,700 | $2,412-29.5% | $4,349-60.9% | $4,131-58.8% |
| Admin fee / account holder | $258 | $169+52.3% | $5,537-95.3% | $170+52.1% |