Filed June 14, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: SILVERSTONE ASSET MANAGMENT Service code 26 · EIN 20-1113894 | Advisory (Participants) | $39,351 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $782 |
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 | $62,624 | $42,548+47.2% | $74,550-16.0% | $56,287+11.3% |
| Participation rate | 75.1% | 60.5%+14.7pp | 69.1%+6.0pp | 69.9%+5.3pp |
| Annual return | -6.11% | 12.40%-18.5pp | 32.53%-38.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $990 | $855+15.7% | $1,961-49.5% | $2,111-53.1% |
| Participant deferral / active EE | $2,639 | $2,277+15.9% | $3,108-15.1% | $3,350-21.2% |
| Admin fee / account holder | $263 | $467-43.8% | $5,060-94.8% | $521-49.6% |