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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $45,227 |
Filed as: SILVERSTONE ASSET MANAGMENT Service code 26 · EIN 20-1113894 | Advisory (Participants) | $38,840 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $98,927 | $54,573+81.3% | $90,951+8.8% | $73,488+34.6% |
| Participation rate | 76.8% | 61.2%+15.6pp | 69.0%+7.8pp | 70.7%+6.1pp |
| Annual return | 16.91% | 16.69%+0.2pp | 134.60%-117.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $987 | $991-0.5% | $2,122-53.5% | $2,270-56.5% |
| Participant deferral / active EE | $2,947 | $2,517+17.1% | $3,373-12.6% | $3,740-21.2% |
| Admin fee / account holder | $481 | $521-7.8% | $5,959-91.9% | $513-6.3% |