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 10-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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,482 |
BPC2 years Service code 13 2110 CLEARLAKE BLVD · CHAMPAIGN, IL 61822 | Contract Administrator | $5,637 |
Filed as: SHEPHERD FINANCIAL LLC Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 460325638 | Advisory (Plan) | $4,170 |
Form 5500 reported that benefits due were not provided when due.
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 | $80,608 | $88,515-8.9% | $162,163-50.3% | $67,579+19.3% |
| Participation rate | 94.1% | 86.8%+7.3pp | 87.6%+6.5pp | 71.3%+22.8pp |
| Annual return | 33.39% | 27.04%+6.3pp | 115.59%-82.2pp | 378.56%-345.2pp |
| Employer contribution / active EE | $2,174 | $3,563-39.0% | $5,614-61.3% | $2,148+1.2% |
| Participant deferral / active EE | $5,520 | $5,724-3.6% | $7,298-24.4% | $3,539+56.0% |
| Admin fee / account holder | $203 | $124+64.5% | $10,843-98.1% | $142+43.0% |