Filed August 5, 2006
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 |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INV Service code 26 · EIN 82-0759826 | Advisory (Participants) | $28,930 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $7,502 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $129,740 | $145,904-11.1% | $83,848+54.7% | - |
| Participation rate | 89.9% | 64.1%+25.8pp | 76.1%+13.8pp | - |
| Annual return | 3.79% | -3.19%+7.0pp | 850.88%-847.1pp | - |
| Employer contribution / active EE | $2,628 | $1,734+51.5% | $3,631-27.6% | - |
| Participant deferral / active EE | $7,883 | $2,760+185.7% | $4,082+93.1% | - |
| Admin fee / account holder | $260 | $8,727-97.0% | $5,478-95.3% | - |