Filed December 23, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $35,381 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,098 | $47,722+7.1% | $82,719-38.2% | $64,808-21.2% |
| Participation rate | 52.4% | 67.6%-15.3pp | 72.6%-20.2pp | 71.5%-19.1pp |
| Annual return | -17.94% | -13.05%-4.9pp | 701.18%-719.1pp | 32.82%-50.8pp |
| Employer contribution / active EE | $840 | $2,179-61.5% | $3,009-72.1% | $2,506-66.5% |
| Participant deferral / active EE | $2,988 | $3,329-10.3% | $4,395-32.0% | $4,310-30.7% |
| Admin fee / account holder | $184 | $143+28.6% | $5,329-96.5% | $188-2.1% |