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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.
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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 | $24,149 |
PAYROLL SOLUTIONS III, INC.1 year Service code 14 · EIN 88-0484098 | Plan Administrator | $7,366 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,939 | $77,813-61.5% | $123,544-75.8% | $64,186-53.4% |
| Participation rate | 60.9% | 74.7%-13.8pp | 82.3%-21.4pp | 69.6%-8.7pp |
| Annual return | -5.71% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,384 | $3,014-20.9% | $4,628-48.5% | $2,381+0.1% |
| Participant deferral / active EE | $2,806 | $5,240-46.4% | $6,426-56.3% | $3,470-19.1% |
| Admin fee / account holder | $422 | $5,519-92.3% | $9,284-95.5% | $4,888-91.4% |