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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $38,479 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,200 | $65,908-5.6% | $81,812-24.0% | $77,643-19.9% |
| Participation rate | 53.6% | 65.8%-12.2pp | 72.3%-18.8pp | 70.6%-17.0pp |
| Annual return | 14.42% | 26.64%-12.2pp | 773.79%-759.4pp | 31.24%-16.8pp |
| Employer contribution / active EE | $956 | $2,370-59.7% | $2,912-67.2% | $2,726-64.9% |
| Participant deferral / active EE | $3,411 | $3,505-2.7% | $4,319-21.0% | $4,647-26.6% |
| Admin fee / account holder | $171 | $526-67.5% | $7,386-97.7% | $430-60.3% |