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 LLC Service code 27 · EIN 45-5608425 | Advisory (Plan) | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,693 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,222 | $71,142-30.8% | $119,609-58.8% | $64,808-24.0% |
| Participation rate | 70.3% | 78.6%-8.3pp | 79.3%-9.0pp | 71.5%-1.2pp |
| Annual return | -13.47% | -10.01%-3.5pp | -14.97%+1.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $1,585 | $2,497-36.6% | $4,232-62.6% | $2,506-36.8% |
| Participant deferral / active EE | $3,665 | $4,490-18.4% | $5,602-34.6% | $4,310-15.0% |
| Admin fee / account holder | $106 | $162-34.6% | $10,323-99.0% | $188-43.5% |