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 CONSULTANTS4 years Service code 17 2110 CLEARLAKE BLVD, STE. 200 · CHAMPAIGN, IL 61822 | Pension Consulting | $5,370 |
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 | $138,742 | $73,638+88.4% | $95,952+44.6% | $73,488+88.8% |
| Participation rate | 82.2% | 76.2%+6.0pp | 77.1%+5.1pp | 70.7%+11.5pp |
| Annual return | 20.53% | 16.78%+3.7pp | 91.61%-71.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $2,248 | $1,863+20.7% | $2,541-11.5% | $2,270-1.0% |
| Participant deferral / active EE | $4,497 | $3,617+24.3% | $4,167+7.9% | $3,740+20.3% |
| Admin fee / account holder | $11 | $482-97.6% | $6,795-99.8% | $513-97.8% |