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 Service code 16 · EIN 45-5608425 | Consulting | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,144 |
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 | $190,658 | $54,590+249.3% | $81,930+132.7% | $73,488+159.4% |
| Participation rate | 63.2% | 68.3%-5.2pp | 72.0%-8.8pp | 70.7%-7.5pp |
| Annual return | 15.69% | 17.74%-2.0pp | 29.49%-13.8pp | 28.51%-12.8pp |
| Employer contribution / active EE | $645 | $1,636-60.6% | $4,310-85.0% | $2,270-71.6% |
| Participant deferral / active EE | $5,191 | $2,759+88.1% | $7,107-27.0% | $3,740+38.8% |
| Admin fee / account holder | -$149 | $592-125.1% | $5,158-102.9% | $513-129.0% |