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 10-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 ADMINISTRATION7+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $507,666 |
SLAVIC INTEGRATED ADMINISTRATION7+ years Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $136,879 |
KOBO WEALTH CONSERVANCY1 year Filed as: KOBO WEALTH CONSERVANCY LLC Service code 26 · EIN 20-8546080 | Advisory (Participants) | $100,124 |
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.
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 | $44,259 | $45,719-3.2% | $96,139-54.0% | $93,030-52.4% |
| Participation rate | 48.2% | 45.8%+2.3pp | 68.4%-20.3pp | 73.9%-25.7pp |
| Annual return | -18.16% | 3211.95%-3230.1pp | 191.94%-210.1pp | 158.70%-176.9pp |
| Employer contribution / active EE | $1,122 | $1,139-1.4% | $2,797-59.9% | $2,706-58.5% |
| Participant deferral / active EE | $2,467 | $2,344+5.2% | $4,349-43.3% | $4,562-45.9% |
| Admin fee / account holder | $278 | $128+117.4% | $5,537-95.0% | $152+83.5% |