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 ,L Service code 27 · EIN 45-5608425 | Advisory (Plan) | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,400 | $86,332-28.9% | $125,175-50.9% | $65,185-5.8% |
| Participation rate | 40.7% | 75.3%-34.6pp | 79.8%-39.1pp | 70.2%-29.5pp |
| Annual return | 16.84% | 27.43%-10.6pp | 43.79%-27.0pp | 29.38%-12.5pp |
| Employer contribution / active EE | $1,109 | $2,040-45.6% | $3,865-71.3% | $2,177-49.0% |
| Participant deferral / active EE | $2,754 | $3,537-22.1% | $4,937-44.2% | $3,514-21.6% |
| Admin fee / account holder | $222 | $609-63.6% | $9,702-97.7% | $847-73.8% |