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 4-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 | Finders' fees / placement fees; Recor... | $33,724 |
Filed as: SHEPHERD FINANCIAL INVMT ADVISORY Service code 16 · EIN 82-0759826 | Consulting | $13,500 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,477 | $56,485+30.1% | $185,823-60.5% | $86,799-15.3% |
| Participation rate | 94.9% | 65.5%+29.4pp | 81.7%+13.2pp | 72.3%+22.6pp |
| Annual return | 0.00% | 118.04%-118.0pp | 122.05%-122.1pp | 97.91%-97.9pp |
| Employer contribution / active EE | $3,703 | $1,843+100.9% | $5,167-28.3% | $2,405+54.0% |
| Participant deferral / active EE | $5,101 | $2,553+99.8% | $5,568-8.4% | $4,131+23.5% |
| Admin fee / account holder | $122 | $150-18.6% | $16,237-99.3% | $170-28.2% |