Filed January 7, 2014 (most recent of 2 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 |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT Service code 26 · EIN 45-5608425 | Advisory (Participants) | $27,500 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $14,490 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$27,322 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,219 | $110,299+55.2% | $102,423+67.2% | $199,593-14.2% |
| Participation rate | 95.0% | 86.3%+8.7pp | 76.5%+18.5pp | 72.0%+23.0pp |
| Annual return | 14.73% | 35.73%-21.0pp | 29.32%-14.6pp | 34.25%-19.5pp |
| Employer contribution / active EE | $4,173 | $3,603+15.8% | $3,023+38.0% | $3,034+37.5% |
| Participant deferral / active EE | $11,440 | $6,376+79.4% | $5,053+126.4% | $5,087+124.9% |
| Admin fee / account holder | $5 | $122-96.2% | $9,451-100.0% | $269-98.3% |