See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $75,307 |
Filed as: SHEPHERD FINANCIAL PARTNERS LLC Service code 27 1004 MAIN ST · WINCHESTER, MA 01890 | Advisory (Plan) | $47,500 |
MOODY FAMIGLIETTI & ANDRONICO LLP3 years Service code 10 1 HIGHWOOD DRIVE · TEWKSBURY, MA 01876 | Accounting | $16,400 |
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 | $151,446 | $88,122+71.9% | $141,162+7.3% | $67,579+124.1% |
| Participation rate | 95.2% | 76.5%+18.8pp | 82.5%+12.8pp | 71.3%+24.0pp |
| Annual return | 24.43% | 75.40%-51.0pp | 71.39%-47.0pp | 378.56%-354.1pp |
| Employer contribution / active EE | $3,768 | $3,224+16.8% | $4,735-20.4% | $2,148+75.4% |
| Participant deferral / active EE | $9,315 | $5,958+56.4% | $6,709+38.8% | $3,539+163.2% |
| Admin fee / account holder | $236 | $131+80.3% | $10,261-97.7% | $142+65.8% |