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 INC7+ years Filed as: SILVERSTONE ASSET MANAGEMENT I Service code 28 · EIN 20-1113894 | Investment Management | $108,228 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $102,215 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,687 | $87,125+70.7% | $108,410+37.2% | $86,799+71.3% |
| Participation rate | 98.5% | 80.5%+18.0pp | 80.1%+18.4pp | 72.3%+26.2pp |
| Annual return | 18.27% | 25.21%-6.9pp | 905.27%-887.0pp | 97.91%-79.6pp |
| Employer contribution / active EE | $3,275 | $2,477+32.2% | $3,558-8.0% | $2,405+36.1% |
| Participant deferral / active EE | $8,085 | $6,944+16.4% | $6,563+23.2% | $4,131+95.7% |
| Admin fee / account holder | $572 | $130+339.2% | $7,295-92.2% | $170+237.3% |