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 27 · EIN 45-5608425 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,208 | $66,302-3.2% | $110,238-41.8% | $56,287+14.1% |
| Participation rate | 38.6% | 74.9%-36.3pp | 79.8%-41.2pp | 69.9%-31.3pp |
| Annual return | -4.37% | -1.18%-3.2pp | 314.74%-319.1pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,124 | $2,047-45.1% | $3,826-70.6% | $2,111-46.8% |
| Participant deferral / active EE | $2,837 | $3,381-16.1% | $4,672-39.3% | $3,350-15.3% |
| Admin fee / account holder | $273 | $698-61.0% | $8,547-96.8% | $521-47.7% |