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 | $8,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,802 | $86,225-43.4% | $146,665-66.7% | $86,799-43.8% |
| Participation rate | 43.0% | 78.0%-35.0pp | 80.1%-37.1pp | 72.3%-29.3pp |
| Annual return | 18.46% | 31.23%-12.8pp | 22.74%-4.3pp | 97.91%-79.4pp |
| Employer contribution / active EE | $868 | $2,392-63.7% | $4,136-79.0% | $2,405-63.9% |
| Participant deferral / active EE | $1,979 | $4,245-53.4% | $5,506-64.1% | $4,131-52.1% |
| Admin fee / account holder | $112 | $195-42.6% | $10,280-98.9% | $170-33.9% |