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. AMOUR8+ years Service code 10 · EIN 46-0475780 | Accounting | $17,600 |
Service code 49 · EIN 16-1430382 | Other Services | $5,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$150,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,961 | $40,592+0.9% | $86,188-52.5% | $103,482-60.4% |
| Participation rate | 85.1% | 58.1%+27.0pp | 69.0%+16.2pp | 73.3%+11.9pp |
| Annual return | 20.41% | 18.32%+2.1pp | 1168.45%-1148.0pp | 33.11%-12.7pp |
| Employer contribution / active EE | $1,083 | $974+11.1% | $2,380-54.5% | $3,208-66.3% |
| Participant deferral / active EE | $3,230 | $2,072+55.9% | $3,985-18.9% | $5,207-38.0% |
| Admin fee / account holder | $1 | $85-98.3% | $6,852-100.0% | $114-98.7% |