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 LL10+ years Filed as: STONE HILL FIDUCIARY MGMT. LLC Service code 16 · EIN 45-5608425 | Consulting | $35,000 |
GROSSMAN ST. AMOUR9+ years Service code 10 · EIN 46-0475780 | Accounting | $18,475 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$191,043 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,624 | $47,202+3.0% | $93,606-48.1% | $99,062-50.9% |
| Participation rate | 79.6% | 57.3%+22.3pp | 68.7%+10.9pp | 71.6%+8.0pp |
| Annual return | 17.88% | 13.08%+4.8pp | 133.20%-115.3pp | 17.66%+0.2pp |
| Employer contribution / active EE | $766 | $1,134-32.4% | $2,420-68.3% | $3,262-76.5% |
| Participant deferral / active EE | $3,223 | $2,296+40.4% | $4,411-26.9% | $5,331-39.5% |
| Admin fee / account holder | -$24 | $86-128.3% | $8,285-100.3% | $109-122.3% |