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 · EIN 45-5608425 | Advisory (Plan) | $32,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,543 |
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 | $175,991 | $54,229+224.5% | $70,092+151.1% | $68,494+156.9% |
| Participation rate | 75.3% | 64.5%+10.8pp | 70.5%+4.8pp | 67.9%+7.4pp |
| Annual return | -16.30% | -13.87%-2.4pp | 190.73%-207.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $853 | $2,018-57.7% | $2,559-66.7% | $2,596-67.1% |
| Participant deferral / active EE | $7,187 | $2,956+143.1% | $3,849+86.7% | $4,027+78.5% |
| Admin fee / account holder | -$128 | $4,694-102.7% | $6,267-102.0% | $5,403-102.4% |