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 |
|---|---|---|
Filed as: STONE HILL FIDUCIARY MGMT. LLC Service code 27 · EIN 45-5608425 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,586 |
GROSSMAN ST. AMOUR6+ years Service code 10 · EIN 46-0475780 | Accounting | $15,500 |
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 | $42,502 | $41,850+1.6% | $96,562-56.0% | $101,517-58.1% |
| Participation rate | 73.5% | 58.3%+15.3pp | 69.8%+3.7pp | 74.6%-1.0pp |
| Annual return | 17.25% | 16.51%+0.7pp | 37.78%-20.5pp | 21.00%-3.7pp |
| Employer contribution / active EE | $1,247 | $929+34.3% | $2,356-47.1% | $2,973-58.1% |
| Participant deferral / active EE | $2,973 | $1,934+53.7% | $3,849-22.7% | $4,873-39.0% |
| Admin fee / account holder | $15 | $73-79.6% | $6,181-99.8% | $139-89.4% |