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) | $35,303 |
Service code 37 · EIN 35-0145825 | Loan Processing | $2,205 |
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 | $147,500 | $69,362+112.7% | $101,248+45.7% | $73,488+100.7% |
| Participation rate | 93.4% | 68.4%+25.0pp | 75.8%+17.6pp | 70.7%+22.7pp |
| Annual return | 28.91% | 18.46%+10.4pp | 46.47%-17.6pp | 28.51%+0.4pp |
| Employer contribution / active EE | $3,033 | $2,628+15.4% | $3,660-17.1% | $2,270+33.6% |
| Participant deferral / active EE | $8,409 | $3,300+154.8% | $4,370+92.4% | $3,740+124.9% |
| Admin fee / account holder | $248 | $704-64.8% | $5,945-95.8% | $513-51.7% |