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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,286 |
Filed as: STONE HILL FIDUCIARY MANAGEMENT, L Service code 27 · EIN 45-5608425 | Advisory (Plan) | $22,500 |
GROSSMAN ST. AMOUR3 years Filed as: GROSSMAN ST. AMOUR CPA'S Service code 10 · EIN 46-0475780 | Accounting | $15,000 |
Filed as: STONE HILL FIDUCIARY MGMT. LLC Service code 27 · EIN 45-5608425 | Advisory (Plan) | $7,500 |
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 | $31,706 | $41,410-23.4% | $84,015-62.3% | $82,204-61.4% |
| Participation rate | 81.5% | 57.6%+23.8pp | 69.0%+12.5pp | 73.4%+8.1pp |
| Annual return | 22.95% | 21.09%+1.9pp | 71.31%-48.4pp | 26.31%-3.4pp |
| Employer contribution / active EE | $811 | $833-2.7% | $1,983-59.1% | $2,707-70.0% |
| Participant deferral / active EE | $2,514 | $1,628+54.4% | $3,239-22.4% | $4,246-40.8% |
| Admin fee / account holder | $15 | $89-82.8% | $6,101-99.7% | $76-79.8% |