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 INC4+ years Filed as: SILVERSTONE ASSET MGMT, INC. Service code 26 · EIN 20-1113894 11516 MIRACLE HILLS DRIVE · OMAHA, NE 68154 | Advisory (Participants) | $17,398 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES Service code 13 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $9,416 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,363 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,088 | $62,928-53.8% | $172,739-83.2% | $67,579-57.0% |
| Participation rate | 56.0% | 64.5%-8.5pp | 82.6%-26.7pp | 71.3%-15.3pp |
| Annual return | 17.47% | 30.36%-12.9pp | 802.84%-785.4pp | 378.56%-361.1pp |
| Employer contribution / active EE | $886 | $1,636-45.9% | $5,143-82.8% | $2,148-58.8% |
| Participant deferral / active EE | $1,217 | $2,145-43.2% | $5,198-76.6% | $3,539-65.6% |
| Admin fee / account holder | $71 | $167-57.4% | $13,954-99.5% | $142-50.1% |