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 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,696 |
MCGLADREWY LLP1 year Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $5,927 |
SHEPHERD PLAN PARTNERS, LLC2 years Filed as: SHEPHERD PLAN PARTNERS LLC Service code 13 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Contract Administrator | $3,150 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,897 | $87,870+103.6% | $113,168+58.1% | $74,304+140.8% |
| Participation rate | 70.7% | 70.7%0pp | 76.6%-5.8pp | 60.3%+10.4pp |
| Annual return | 15.90% | 26.44%-10.5pp | 24.27%-8.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $2,441 | $2,277+7.2% | $2,975-18.0% | $2,241+8.9% |
| Participant deferral / active EE | $5,589 | $4,241+31.8% | $5,107+9.4% | $3,767+48.4% |
| Admin fee / account holder | $452 | $3,368-86.6% | $12,068-96.3% | $2,969-84.8% |