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 |
GROSSMAN ST. AMOUR7+ years Service code 10 · EIN 46-0475780 | Accounting | $16,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,407 |
Annual investment return 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 | $33,452 | $39,166-14.6% | $79,550-57.9% | $78,044-57.1% |
| Participation rate | 82.5% | 57.3%+25.2pp | 69.5%+13.0pp | 74.4%+8.1pp |
| Annual return | -17.78% | -9.39%-8.4pp | 0.16%-17.9pp | 10.87%-28.7pp |
| Employer contribution / active EE | $1,127 | $1,019+10.7% | $2,413-53.3% | $3,125-63.9% |
| Participant deferral / active EE | $3,164 | $2,079+52.2% | $3,985-20.6% | $5,084-37.8% |
| Admin fee / account holder | $5 | $67-92.1% | $6,832-99.9% | $79-93.3% |