Filed January 25, 2021 (most recent of 2 filings on file)
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 7-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 12 · EIN 13-3689044 | Participant communication; Shareholde... | $35,564 |
Filed as: SHEPHERD FINANCIAL INV ADVISORY LLC Service code 16 · EIN 82-0759826 | Consulting | $17,994 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,156 | $52,953+38.2% | $172,739-57.6% | $65,185+12.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.58% | 30.12%-7.5pp | 802.84%-780.3pp | 29.38%-6.8pp |
| Employer contribution / active EE | $4,321 | $2,190+97.3% | $5,143-16.0% | $2,177+98.5% |
| Participant deferral / active EE | $5,030 | $2,471+103.6% | $5,198-3.2% | $3,514+43.2% |
| Admin fee / account holder | $174 | $472-63.0% | $13,954-98.7% | $847-79.4% |