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 CONSULTANTS3 years Service code 17 2110 CLEARLAKE BLVD, STE. 200 · CHAMPAIGN, IL 61822 | Pension Consulting | $5,411 |
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 | $123,302 | $65,376+88.6% | $87,100+41.6% | $65,185+89.2% |
| Participation rate | 79.5% | 75.3%+4.2pp | 76.9%+2.6pp | 70.2%+9.3pp |
| Annual return | 23.66% | 31.27%-7.6pp | 28.19%-4.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,902 | $1,822+4.4% | $2,521-24.6% | $2,177-12.6% |
| Participant deferral / active EE | $3,901 | $3,388+15.1% | $4,049-3.6% | $3,514+11.0% |
| Admin fee / account holder | $11 | $520-97.9% | $7,497-99.9% | $847-98.7% |