Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SA STONE INVESTMENT ADVISORS, INC. Service code 19 · EIN 47-1578213 2 PERIMETER PARK SOUTH · BIRMINGHAM, AL 35243 | Securities Custodian | $9,993 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,106 | $83,369-32.7% | $105,223-46.7% | $67,986-17.5% |
| Participation rate | 88.6% | 56.3%+32.3pp | 75.0%+13.6pp | 57.2%+31.4pp |
| Annual return | 9.65% | 24.64%-15.0pp | 180.65%-171.0pp | 31.67%-22.0pp |
| Employer contribution / active EE | $3,737 | $2,541+47.1% | $3,689+1.3% | $2,019+85.1% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $45 | $4,073-98.9% | $8,859-99.5% | $3,203-98.6% |