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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,583 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $14,996 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,319 | $73,638+55.2% | $95,952+19.1% | $73,488+55.6% |
| Participation rate | 99.1% | 76.2%+22.9pp | 77.1%+22.0pp | 70.7%+28.4pp |
| Annual return | 9.79% | 16.78%-7.0pp | 91.61%-81.8pp | 28.51%-18.7pp |
| Employer contribution / active EE | $2,362 | $1,863+26.8% | $2,541-7.1% | $2,270+4.0% |
| Participant deferral / active EE | $5,513 | $3,617+52.4% | $4,167+32.3% | $3,740+47.4% |
| Admin fee / account holder | $233 | $482-51.7% | $6,795-96.6% | $513-54.7% |