Retirement plan

SILVERSTONE PROPERTY MANAGEMENT COMPANY 401K PLAN

Name: SILVERSTONE PROPERTY MANAGEMENT COMPANY - SILVERSTONE PROPERTY MANAGEMENT COMPANY 401K PLAN (2019) Form 5500
Creator: SILVERSTONE PROPERTY MANAGEMENT COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SILVERSTONE PROPERTY MANAGEMENT COMPANY 401K PLAN, SILVERSTONE PROPERTY MANAGEMENT COMPANY

SILVERSTONE PROPERTY MANAGEMENT COMPANYEIN 45-5636866Plan #002PY 2019

9801 RICHMOND WAY - TEMPLE CITY, CA 91780626-203-3933silverstonepm.comLinkedIn1-10 employeesreal estate

Other plans on this EIN

1 filing

#001Retirement-$507K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$85K

+42.2% from 2018

Total participants

+200.0% from 2018

Average account balance

$28,237

-52.6% from 2018

Annual return

2.24%

-6.66 pp from 2018

Benchmarks

See 15,855 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,855 peers

Snapshot2019

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$269K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$45K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.88%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$124

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,237

$226,135-87.5%

$182,558-84.5%

$152,909-81.5%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

2.24%

192.60%-190.4pp

148.59%-146.3pp

345.46%-343.2pp

Employer contribution / active EE

$1,601

$4,979-67.9%

$4,076-60.7%

$4,764-66.4%

Participant deferral / active EE

$6,333

$6,371-0.6%

$5,526+14.6%

$5,851+8.2%

Admin fee / account holder

$10,707-100.0%

$8,594-100.0%

$11,601-100.0%

SILVERSTONE PROPERTY MANAGEMENT COMPANY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SILVERSTONE PROPERTY MANAGEMENT COMPANY 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion