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 Service code 16 · EIN 45-5608425 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,759 |
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.)
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 | $58,464 | $63,924-8.5% | $108,579-46.2% | $55,167+6.0% |
| Participation rate | 34.3% | 74.3%-40.1pp | 79.6%-45.3pp | 69.0%-34.7pp |
| Annual return | 6.29% | 15.31%-9.0pp | -51.70%+58.0pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,639 | $1,879-12.8% | $3,758-56.4% | $1,963-16.5% |
| Participant deferral / active EE | $2,588 | $3,067-15.6% | $4,311-40.0% | $3,054-15.3% |
| Admin fee / account holder | $308 | $618-50.2% | $7,645-96.0% | $504-39.0% |