See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION11+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $613,372 |
SLAVIC INTEGRATED ADMINISTRATION11+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $246,179 |
ADVANSTAFF, INC.11+ years Service code 14 · EIN 88-0300318 | Plan Administrator | $164,375 |
GOLUB GROUP10+ years Service code 26 1850 GATEWAY DRIVE · SAN MATEO, CA 94404 | Advisory (Participants) | $131,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,015 | $147,538-80.3% | $150,045-80.7% | $117,739-75.4% |
| Participation rate | 57.1% | 72.5%-15.4pp | 82.3%-25.2pp | 76.6%-19.5pp |
| Annual return | 14.07% | 16.95%-2.9pp | 62.55%-48.5pp | 17.29%-3.2pp |
| Employer contribution / active EE | $844 | $4,350-80.6% | $4,693-82.0% | $3,746-77.5% |
| Participant deferral / active EE | $2,207 | $8,925-75.3% | $7,997-72.4% | $6,128-64.0% |
| Admin fee / account holder | $223 | $125+77.8% | $13,435-98.3% | $112+99.0% |