Filed September 16, 2020
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 |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $38,243 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,157 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,473 | $80,724+4.6% | $103,333-18.3% | $74,495+13.4% |
| Participation rate | 87.1% | 65.7%+21.4pp | 74.5%+12.6pp | 67.2%+19.9pp |
| Annual return | 17.03% | 27.56%-10.5pp | 24.88%-7.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,051 | $3,157-35.0% | $3,868-47.0% | $2,623-21.8% |
| Participant deferral / active EE | $8,089 | $3,860+109.5% | $5,057+59.9% | $4,346+86.1% |
| Admin fee / account holder | $294 | $2,368-87.6% | $8,355-96.5% | $1,942-84.9% |