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 4-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 ADMINISTRATION4+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $32,361 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,814 | $44,960-64.8% | $84,966-81.4% | $74,495-78.8% |
| Participation rate | 64.4% | 49.4%+15.0pp | 67.5%-3.1pp | 67.2%-2.8pp |
| Annual return | 53.63% | 26.24%+27.4pp | 66.38%-12.8pp | 1364.94%-1311.3pp |
| Employer contribution / active EE | $1,115 | $1,457-23.5% | $2,727-59.1% | $2,623-57.5% |
| Participant deferral / active EE | $1,999 | $2,731-26.8% | $4,519-55.8% | $4,346-54.0% |
| Admin fee / account holder | $88 | $2,209-96.0% | $6,149-98.6% | $1,942-95.5% |