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 | $14,066 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,210 |
Employer contribution per participant 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 | $26,891 | $49,227-45.4% | $70,449-61.8% | $79,858-66.3% |
| Participation rate | 89.0% | 69.2%+19.9pp | 75.1%+14.0pp | 69.6%+19.4pp |
| Annual return | 7.06% | 30.06%-23.0pp | 109.03%-102.0pp | 31.71%-24.7pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,177 | $2,768-21.3% | $3,709-41.3% | $3,740-41.8% |
| Admin fee / account holder | $86 | $2,878-97.0% | $3,845-97.8% | $5,306-98.4% |