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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.
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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 ADMINISTRATION2+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $17,053 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,756 | $43,133-77.4% | $89,391-89.1% | $73,488-86.7% |
| Participation rate | 21.6% | 55.0%-33.4pp | 68.0%-46.4pp | 70.7%-49.1pp |
| Annual return | 20.19% | 135.66%-115.5pp | 245.62%-225.4pp | 28.51%-8.3pp |
| Employer contribution / active EE | $458 | $1,438-68.2% | $2,586-82.3% | $2,270-79.8% |
| Participant deferral / active EE | $748 | $2,445-69.4% | $3,890-80.8% | $3,740-80.0% |
| Admin fee / account holder | $121 | $444-72.7% | $4,881-97.5% | $513-76.4% |