Filed August 15, 2018 (most recent of 6 filings on file)
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 |
|---|---|---|
SILVERSTONE ASSET MANAGEMENT INC5+ years Filed as: SILVERSTONE ASSET MANAGEMENT I Service code 28 · EIN 20-1113894 | Investment Management | $90,924 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $85,718 |
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 | $146,663 | $58,655+150.0% | $91,989+59.4% | $65,185+125.0% |
| Participation rate | 97.1% | 75.3%+21.8pp | 78.6%+18.4pp | 70.2%+26.9pp |
| Annual return | 21.47% | 33.92%-12.5pp | 69.02%-47.6pp | 29.38%-7.9pp |
| Employer contribution / active EE | $3,706 | $2,080+78.1% | $3,452+7.4% | $2,177+70.3% |
| Participant deferral / active EE | $7,528 | $5,474+37.5% | $5,923+27.1% | $3,514+114.2% |
| Admin fee / account holder | $671 | $434+54.6% | $7,743-91.3% | $847-20.8% |