Filed December 19, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 16 · EIN 45-5608425 | Consulting | $23,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,002 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $52,565 | $57,108-8.0% | $94,224-44.2% | $52,331+0.4% |
| Participation rate | 34.3% | 72.9%-38.6pp | 78.8%-44.4pp | 68.1%-33.8pp |
| Annual return | -1.97% | 1.47%-3.4pp | 10.68%-12.6pp | 4.54%-6.5pp |
| Employer contribution / active EE | $802 | $1,735-53.8% | $3,587-77.6% | $1,882-57.4% |
| Participant deferral / active EE | $2,191 | $3,040-27.9% | $4,320-49.3% | $3,022-27.5% |
| Admin fee / account holder | $323 | $546-40.9% | $6,269-94.9% | $592-45.4% |