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 Service code 27 · EIN 45-5608425 | Advisory (Plan) | $28,533 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $135,799 | $43,504+212.2% | $68,793+97.4% | $56,287+141.3% |
| Participation rate | 55.8% | 67.8%-12.0pp | 72.2%-16.4pp | 69.9%-14.1pp |
| Annual return | -5.93% | -3.15%-2.8pp | -4.63%-1.3pp | -9.96%+4.0pp |
| Employer contribution / active EE | $711 | $1,525-53.4% | $2,625-72.9% | $2,111-66.3% |
| Participant deferral / active EE | $5,772 | $2,509+130.1% | $3,311+74.3% | $3,350+72.3% |
| Admin fee / account holder | $32 | $515-93.8% | $5,131-99.4% | $521-93.9% |