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 8-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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $1,143,081 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $300,169 |
AMPLIFY HR MANAGEMENT7 years Service code 14 · EIN 82-1671832 | Plan Administrator | $286,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,351 | $52,224+7.9% | $88,946-36.6% | $102,872-45.2% |
| Participation rate | 69.5% | 40.8%+28.8pp | 68.8%+0.7pp | 73.0%-3.5pp |
| Annual return | 13.38% | 16.96%-3.6pp | 57.82%-44.4pp | 19.06%-5.7pp |
| Employer contribution / active EE | $2,037 | $1,241+64.2% | $2,555-20.3% | $3,526-42.2% |
| Participant deferral / active EE | $5,280 | $2,611+102.2% | $4,581+15.3% | $5,535-4.6% |
| Admin fee / account holder | $342 | $1,723-80.2% | $8,261-95.9% | $292+16.9% |