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 | Investment management; Sales loads (f... | $41,039 |
Filed as: SHEPHERD FINANCIAL INV ADVISORY LLC Service code 16 · EIN 82-0759826 | Consulting | $18,813 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,540 | $52,293+48.3% | $178,490-56.6% | $73,409+5.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 15.56% | 34.75%-19.2pp | 151.07%-135.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $4,349 | $1,735+150.6% | $5,011-13.2% | $2,234+94.7% |
| Participant deferral / active EE | $4,985 | $2,332+113.8% | $5,202-4.2% | $3,805+31.0% |
| Admin fee / account holder | $173 | $127+36.2% | $13,984-98.8% | $158+9.9% |