Retirement plan

SILVER LINING INVESTMENT MANAGEMENT RETIREMENT PLAN

Name: SILVER LINING INVESTMENT MANAGEMENT, INC. - SILVER LINING INVESTMENT MANAGEMENT RETIREMENT PLAN (2020) Form 5500
Creator: SILVER LINING INVESTMENT MANAGEMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SILVER LINING INVESTMENT MANAGEMENT RETIREMENT PLAN, SILVER LINING INVESTMENT MANAGEMENT, INC.

SILVER LINING INVESTMENT MANAGEMENT, INC.EIN 83-4078372Plan #001PY 2020

14895 N GWYNNS RUN DR - TUCSON, AZ 85739520-475-6869

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$234K

+32.1% from 2019

Total participants

+200.0% from 2019

Average account balance

$77,976

-56.0% from 2019

Annual return

30.67%

+30.67 pp from 2019

Benchmarks

See 1,131 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,131 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$322K

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+0.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$77,976

$129,476-39.8%

$93,515-16.6%

$158,982-51.0%

Participation rate

100.0%

71.0%+29.0pp

66.8%+33.2pp

82.0%+18.0pp

Annual return

30.67%

118.56%-87.9pp

78.21%-47.5pp

302.99%-272.3pp

Employer contribution / active EE

$350

$2,717-87.1%

$2,077-83.2%

$4,763-92.7%

Participant deferral / active EE

$500

$3,916-87.2%

$3,129-84.0%

$5,983-91.6%

Admin fee / account holder

$7,396-100.0%

$5,235-100.0%

$11,252-100.0%

SILVER LINING INVESTMENT MANAGEMENT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SILVER LINING INVESTMENT MANAGEMENT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion