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 | $525,340 |
AMPLIFY HR MANAGEMENT4 years Service code 14 · EIN 82-1671832 | Plan Administrator | $120,334 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $75,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,312 | $37,317+13.4% | $77,024-45.1% | $77,904-45.7% |
| Participation rate | 62.5% | 46.9%+15.6pp | 67.9%-5.4pp | 73.7%-11.2pp |
| Annual return | 10.82% | -5.88%+16.7pp | 42.32%-31.5pp | 12.21%-1.4pp |
| Employer contribution / active EE | $1,528 | $1,218+25.5% | $2,812-45.6% | $2,848-46.3% |
| Participant deferral / active EE | $4,396 | $2,564+71.4% | $4,426-0.7% | $4,806-8.5% |
| Admin fee / account holder | $266 | $126+111.9% | $5,425-95.1% | $133+101.0% |