Filed December 2, 2022 (most recent of 2 filings on file)
Total covered: 12 employees
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 |
|---|---|---|
SILVERSTONE GROUP1+ years Filed as: SILVERSTONE GROUP, INC. Service code 11 · EIN 42-0938287 | Actuarial | $61,350 |
FIRST WESTERN TRUST BANK1+ years Filed as: FIRST WESTERN Service code 28 · EIN 81-6069616 | Investment Management | $32,136 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $25,920 |
FIRST NATIONAL BANK OF OMAHA1+ years Service code 25 · EIN 47-0259043 | Directed Trustee | $9,264 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,993-100.0% | $110,523-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 47.6%-47.6pp | 12.6%-12.6pp |
| Annual return | -1.99% | 2.73%-4.7pp | 1.69%-3.7pp | 4.56%-6.6pp |
| Employer contribution / active EE | $0 | $13,500-100.0% | $24,295-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $559-100.0% | $1,031-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $1,392-100.0% | $1,711-100.0% |