See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT ADV Service code 27 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Advisory (Plan) | $33,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,080 |
Service code 13 1175 JOHN STREET · WEST HENRIETTA, NV 14586 | Contract Administrator | $1,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,314 | $76,050+106.9% | $96,544+62.9% | $71,457+120.2% |
| Participation rate | 68.0% | 74.4%-6.4pp | 76.0%-8.0pp | 67.9%+0.1pp |
| Annual return | 20.77% | 22.81%-2.0pp | 25.84%-5.1pp | 28.85%-8.1pp |
| Employer contribution / active EE | $2,150 | $2,244-4.2% | $2,965-27.5% | $2,588-16.9% |
| Participant deferral / active EE | $4,798 | $4,215+13.8% | $4,851-1.1% | $4,289+11.9% |
| Admin fee / account holder | $376 | $2,707-86.1% | $8,252-95.4% | $1,587-76.3% |