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 9-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 MANAGEMENT, L Service code 16 · EIN 45-5608425 | Consulting | $20,000 |
CERINI & ASSOCIATES LLP1 year Filed as: CERINI & ASSOCIATES, LLP Service code 10 · EIN 11-3066459 | Accounting | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,988 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,488 | $45,073-47.9% | $69,455-66.2% | $72,985-67.8% |
| Participation rate | 87.8% | 68.5%+19.3pp | 74.6%+13.2pp | 69.5%+18.3pp |
| Annual return | 4.95% | 22.65%-17.7pp | 28.97%-24.0pp | 81.00%-76.1pp |
| Employer contribution / active EE | $333 | $2,054-83.8% | $2,779-88.0% | $2,440-86.3% |
| Participant deferral / active EE | $2,642 | $2,602+1.5% | $3,535-25.3% | $3,607-26.8% |
| Admin fee / account holder | $164 | $3,056-94.6% | $3,839-95.7% | $5,124-96.8% |