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 | $34,474 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,114 | $52,208+9.4% | $86,612-34.1% | $74,419-23.3% |
| Participation rate | 51.7% | 66.3%-14.6pp | 71.7%-20.0pp | 70.7%-19.0pp |
| Annual return | 19.33% | 44.46%-25.1pp | 591.07%-571.7pp | 34.38%-15.1pp |
| Employer contribution / active EE | $935 | $2,282-59.0% | $3,022-69.1% | $2,637-64.5% |
| Participant deferral / active EE | $3,180 | $3,383-6.0% | $4,438-28.3% | $4,528-29.8% |
| Admin fee / account holder | $173 | $319-45.7% | $5,614-96.9% | $348-50.3% |