Filed January 4, 2018 (most recent of 2 filings on file)
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 |
|---|---|---|
STONE HILL FIDUCIARY MANAGEMENT LL11+ years Filed as: STONE HILL FIDUCIARY MGMT. LLC Service code 27 · EIN 45-5608425 | Advisory (Plan) | $45,000 |
GROSSMAN ST. AMOUR10+ years Service code 10 · EIN 46-0475780 | Accounting | $19,400 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 99 · EIN 22-1467904 | Other Fees | $7,900 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$231,297 |
Employer 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 | $57,948 | $117,739-50.8% | $101,794-43.1% | $117,739-50.8% |
| Participation rate | 75.0% | 76.6%-1.7pp | 69.2%+5.8pp | 76.6%-1.7pp |
| Annual return | 16.13% | 17.29%-1.2pp | 30.53%-14.4pp | 17.29%-1.2pp |
| Employer contribution / active EE | $707 | $3,746-81.1% | $2,289-69.1% | $3,746-81.1% |
| Participant deferral / active EE | $3,212 | $6,128-47.6% | $4,084-21.4% | $6,128-47.6% |
| Admin fee / account holder | -$32 | $112-128.2% | $8,777-100.4% | $112-128.2% |