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 INVESTMENTS Service code 26 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Participants) | $33,000 |
BENEFIT PLANNING CONSULTANTS2 years Service code 17 2110 CLEARLAKE BLVD, STE. 200 · CHAMPAIGN, IL 61822 | Pension Consulting | $4,924 |
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 | $98,245 | $59,186+66.0% | $76,768+28.0% | $56,287+74.5% |
| Participation rate | 78.4% | 75.2%+3.1pp | 77.0%+1.4pp | 69.9%+8.5pp |
| Annual return | -6.39% | 6.62%-13.0pp | 2.43%-8.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,818 | $1,759+3.4% | $2,485-26.9% | $2,111-13.9% |
| Participant deferral / active EE | $3,706 | $3,255+13.9% | $3,852-3.8% | $3,350+10.6% |
| Admin fee / account holder | $8 | $489-98.3% | $6,675-99.9% | $521-98.4% |