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, L Service code 27 · EIN 45-5608425 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,799 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,043 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,482 | $185,342-72.2% | $111,297-53.7% | $86,799-40.7% |
| Participation rate | 89.2% | 81.0%+8.2pp | 77.3%+11.9pp | 72.3%+16.9pp |
| Annual return | 16.38% | 500.80%-484.4pp | 54.65%-38.3pp | 97.91%-81.5pp |
| Employer contribution / active EE | $1,080 | $2,246-51.9% | $2,731-60.4% | $2,405-55.1% |
| Participant deferral / active EE | $4,523 | $4,458+1.5% | $4,487+0.8% | $4,131+9.5% |
| Admin fee / account holder | $59 | $255-76.7% | $7,964-99.3% | $170-65.0% |