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) | $32,900 |
Service code 37 · EIN 35-0145825 | Loan Processing | $1,132 |
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 | $134,090 | $63,114+112.5% | $92,893+44.3% | $65,185+105.7% |
| Participation rate | 92.7% | 68.8%+23.9pp | 76.0%+16.7pp | 70.2%+22.5pp |
| Annual return | 25.38% | 28.75%-3.4pp | 109.41%-84.0pp | 29.38%-4.0pp |
| Employer contribution / active EE | $2,987 | $2,571+16.2% | $3,653-18.2% | $2,177+37.2% |
| Participant deferral / active EE | $8,460 | $3,108+172.2% | $4,236+99.7% | $3,514+140.8% |
| Admin fee / account holder | $256 | $624-58.9% | $5,794-95.6% | $847-69.8% |