Filed July 28, 2020 (most recent of 2 filings on file)
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 ASSET MANAGEMENT INC2+ years Filed as: SILVERSTONE ASSET MGMT, INC. Service code 26 · EIN 20-1113894 | Advisory (Participants) | $19,494 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,812 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,099 | $55,453-65.6% | $170,442-88.8% | $62,292-69.3% |
| Participation rate | 69.0% | 66.4%+2.7pp | 83.6%-14.6pp | 69.5%-0.5pp |
| Annual return | 15.88% | 21.38%-5.5pp | 205.93%-190.0pp | 28.90%-13.0pp |
| Employer contribution / active EE | $986 | $2,164-54.4% | $5,433-81.8% | $2,042-51.7% |
| Participant deferral / active EE | $1,347 | $2,303-41.5% | $4,939-72.7% | $3,169-57.5% |
| Admin fee / account holder | $23 | $455-94.9% | $13,880-99.8% | $479-95.1% |