See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MANAGEMENT LLC Service code 27 1010 NORTHERN BLVD STE 308 · GREAT NECK, NY 11021 | Advisory (Plan) | $11,494 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,540 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 10 51 CHURCH STREET · KINGSTON, NH 03848 | Accounting | $396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,502 | $45,073-72.3% | $69,455-82.0% | $72,985-82.9% |
| Participation rate | 27.8% | 68.5%-40.7pp | 74.6%-46.8pp | 69.5%-41.7pp |
| Annual return | 13.54% | 22.65%-9.1pp | 28.97%-15.4pp | 81.00%-67.5pp |
| Employer contribution / active EE | $495 | $2,054-75.9% | $2,779-82.2% | $2,440-79.7% |
| Participant deferral / active EE | $1,126 | $2,602-56.7% | $3,535-68.1% | $3,607-68.8% |
| Admin fee / account holder | $189 | $3,056-93.8% | $3,839-95.1% | $5,124-96.3% |