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 3-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 ADMINISTRATION3+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $67,803 |
SLAVIC INTEGRATED ADMINISTRATION3+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $19,935 |
PASSIOHR, INC.3+ years Service code 14 · EIN 87-1469874 | Plan Administrator | $15,377 |
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 | $54,641 | $101,317-46.1% | $146,958-62.8% | $74,495-26.7% |
| Participation rate | 63.7% | 75.5%-11.8pp | 82.2%-18.5pp | 67.2%-3.5pp |
| Annual return | 16.55% | 8730.91%-8714.4pp | 418.34%-401.8pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $3,870 | $3,810+1.6% | $4,933-21.5% | $2,623+47.6% |
| Participant deferral / active EE | $6,025 | $7,303-17.5% | $8,070-25.3% | $4,346+38.6% |
| Admin fee / account holder | $521 | $1,739-70.1% | $12,998-96.0% | $1,942-73.2% |