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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $63,192 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $23,988 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,344 | $107,440-54.1% | $105,738-53.3% | $55,725-11.5% |
| Participation rate | 93.9% | 55.5%+38.4pp | 76.3%+17.6pp | 70.9%+23.1pp |
| Annual return | -4.13% | -0.59%-3.5pp | 6.27%-10.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,854 | $1,448+28.0% | $3,268-43.3% | $2,078-10.8% |
| Participant deferral / active EE | $5,286 | $2,171+143.5% | $4,080+29.6% | $3,356+57.5% |
| Admin fee / account holder | $121 | $283-57.4% | $6,913-98.3% | $115+4.7% |