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 | $74,034 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $23,984 |
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 | $60,602 | $124,414-51.3% | $115,157-47.4% | $67,579-10.3% |
| Participation rate | 96.0% | 58.1%+38.0pp | 75.9%+20.1pp | 71.3%+24.8pp |
| Annual return | 26.13% | 29.40%-3.3pp | 35.60%-9.5pp | 378.56%-352.4pp |
| Employer contribution / active EE | $1,929 | $1,454+32.6% | $3,179-39.3% | $2,148-10.2% |
| Participant deferral / active EE | $5,601 | $2,331+140.3% | $4,168+34.4% | $3,539+58.2% |
| Admin fee / account holder | $124 | $361-65.6% | $7,088-98.2% | $142-12.6% |