Retirement plan

STUART SILK ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

Name: STUART SILK ARCHITECTS - STUART SILK ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN (2018) Form 5500
Creator: STUART SILK ARCHITECTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUART SILK ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN, STUART SILK ARCHITECTS

STUART SILK ARCHITECTSEIN 82-3343881Plan #002PY 2018

2400 N 45TH STREET - SEATTLE, WA 98103206-728-9500

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+123.5% from 2017

Total participants

-4.8% from 2017

Average account balance

$102,771

+135.2% from 2017

Annual return

94.44%

+94.44 pp from 2017

Benchmarks

See 116,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,756 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.19M

Not enough data

1 years with asset history on file

Average account balance

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

$104K

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.

93.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$254K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

-34.57%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6739

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 codes2E2P2Q3I

Plan features

2E
Profit-sharing
Profit-sharing plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$157K

$11203 / participant

Other / not subdivided$157K100.0%

% of EOY assets

8.032%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$102,771

$138,076-25.6%

$123,553-16.8%

$135,380-24.1%

Participation rate

92.9%

84.7%+8.1pp

82.3%+10.6pp

82.6%+10.2pp

Annual return

94.44%

153.70%-59.3pp

119.21%-24.8pp

519.81%-425.4pp

Employer contribution / active EE

$18,124

$5,152+251.8%

$4,628+291.6%

$4,779+279.3%

Participant deferral / active EE

$6,800-100.0%

$6,426-100.0%

$5,609-100.0%

Admin fee / account holder

$8,254

$10,917-24.4%

$9,284-11.1%

$10,828-23.8%

STUART SILK ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUART SILK ARCHITECTS EMPLOYEE STOCK OWNERSHIP PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion