See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INV ADVISORY LLC Service code 27 · EIN 82-0759826 | Advisory (Plan) | $58,627 |
Service code 15 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $53,701 |
SHEPHERD PLAN PARTNERS, LLC2 years Service code 15 · EIN 93-3876962 | Recordkeeping | $8,151 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,406 | $108,549-6.6% | $156,263-35.1% | $85,563+18.5% |
| Participation rate | 83.5% | 77.1%+6.4pp | 78.9%+4.6pp | 66.0%+17.6pp |
| Annual return | 23.75% | 21.79%+2.0pp | 59.47%-35.7pp | 31.51%-7.8pp |
| Employer contribution / active EE | $2,250 | $2,690-16.3% | $4,333-48.1% | $2,654-15.2% |
| Participant deferral / active EE | $6,890 | $4,800+43.5% | $6,158+11.9% | $4,375+57.5% |
| Admin fee / account holder | $492 | $650-24.3% | $14,255-96.5% | $834-41.0% |