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 LLC Service code 27 1010 NORTHERN BLVD · GREAT NECK, NY 11021 | Advisory (Plan) | $2,500 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,492 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,726 | $43,327-70.6% | $59,878-78.7% | $64,186-80.2% |
| Participation rate | 30.4% | 69.2%-38.8pp | 74.7%-44.3pp | 69.6%-39.2pp |
| Annual return | -2.59% | -1.55%-1.0pp | 3.46%-6.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $369 | $2,028-81.8% | $2,722-86.4% | $2,381-84.5% |
| Participant deferral / active EE | $1,026 | $2,546-59.7% | $3,402-69.9% | $3,470-70.4% |
| Admin fee / account holder | $55 | $3,005-98.2% | $3,590-98.5% | $4,888-98.9% |