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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.
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 ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $335,627 |
HR & P SOLUTIONS, INC.7+ years Service code 14 · EIN 76-0652302 | Plan Administrator | $81,872 |
SLAVIC INTEGRATED ADMINISTRATION7+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $13,125 |
WEINSTEIN ZUGMAN, LLC5 years Service code 10 · EIN 20-0453834 | Accounting | $11,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,078 | $120,450-60.9% | $159,436-70.5% | $93,030-49.4% |
| Participation rate | 51.2% | 78.0%-26.8pp | 82.8%-31.6pp | 73.9%-22.7pp |
| Annual return | 38.65% | 27.11%+11.5pp | 263.57%-224.9pp | 158.70%-120.0pp |
| Employer contribution / active EE | $1,280 | $3,526-63.7% | $4,829-73.5% | $2,706-52.7% |
| Participant deferral / active EE | $2,473 | $7,283-66.0% | $7,352-66.4% | $4,562-45.8% |
| Admin fee / account holder | $280 | $137+105.1% | $10,799-97.4% | $152+84.9% |