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 16 · EIN 45-5608425 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,171 | $78,419+1.0% | $133,956-40.9% | $73,409+7.8% |
| Participation rate | 38.2% | 78.6%-40.4pp | 79.8%-41.7pp | 72.2%-34.0pp |
| Annual return | 17.02% | 33.35%-16.3pp | 45.09%-28.1pp | 59.29%-42.3pp |
| Employer contribution / active EE | $1,234 | $2,044-39.6% | $3,919-68.5% | $2,234-44.8% |
| Participant deferral / active EE | $3,027 | $3,925-22.9% | $5,048-40.0% | $3,805-20.5% |
| Admin fee / account holder | $249 | $161+54.3% | $8,927-97.2% | $158+57.6% |