Filed October 19, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 10-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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $139,153 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $65,315 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $13,500 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,437 | $76,173+6.9% | $81,4380% | $199,768-59.2% |
| Participation rate | 92.5% | 76.3%+16.2pp | 69.5%+23.0pp | 72.0%+20.5pp |
| Annual return | 14.95% | 15.59%-0.6pp | 24.74%-9.8pp | 34.26%-19.3pp |
| Employer contribution / active EE | $2,621 | $2,792-6.1% | $2,460+6.5% | $3,037-13.7% |
| Participant deferral / active EE | $5,350 | $4,201+27.3% | $3,883+37.8% | $5,090+5.1% |
| Admin fee / account holder | $109 | $146-25.3% | $5,764-98.1% | $269-59.5% |