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 37 · EIN 35-0145825 | Loan Processing | $22,331 |
Filed as: SHEPHERD FINANCIAL INV Service code 26 · EIN 82-0759826 | Advisory (Participants) | $8,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,997 | $52,293-67.5% | $178,490-90.5% | $73,409-76.8% |
| Participation rate | 45.3% | 65.3%-20.1pp | 81.9%-36.6pp | 72.2%-26.9pp |
| Annual return | 11.63% | 34.75%-23.1pp | 151.07%-139.4pp | 59.29%-47.7pp |
| Employer contribution / active EE | $344 | $1,735-80.2% | $5,011-93.1% | $2,234-84.6% |
| Participant deferral / active EE | $1,004 | $2,332-56.9% | $5,202-80.7% | $3,805-73.6% |
| Admin fee / account holder | $58 | $127-54.2% | $13,984-99.6% | $158-63.0% |