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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.
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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 · EIN 35-0145825 | Recordkeeping | $23,063 |
Filed as: SHEPHERD FINANCIAL INV Service code 26 · EIN 82-0759826 | Advisory (Participants) | $11,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,771 | $50,815-86.7% | $155,509-95.6% | $77,643-91.3% |
| Participation rate | 60.5% | 63.1%-2.6pp | 78.2%-17.7pp | 70.6%-10.1pp |
| Annual return | 23.81% | 34.80%-11.0pp | 64.67%-40.9pp | 31.24%-7.4pp |
| Employer contribution / active EE | $302 | $1,993-84.9% | $4,672-93.5% | $2,726-88.9% |
| Participant deferral / active EE | $893 | $2,822-68.3% | $5,626-84.1% | $4,647-80.8% |
| Admin fee / account holder | $23 | $437-94.7% | $15,912-99.9% | $430-94.6% |