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 |
|---|---|---|
Filed as: SHEPHERD FINANCIAL INVESTMENT ADV Service code 27 111 CONGRESSIONAL BLVD · CARMEL, IN 46032 | Advisory (Plan) | $75,889 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,503 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS-BPC Service code 13 PO BOX 56018 · BOSTON, MA 02205 | Contract Administrator | $6,000 |
SOMERSET CPAS1 year Filed as: SOMERSET CPAS PC Service code 99 3925 RIVER CROSSING PWKY · INDIANAPOLIS, IN 46240 | Other Fees | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,353 | $86,897-14.4% | $151,611-51.0% | $64,808+14.7% |
| Participation rate | 95.6% | 87.3%+8.3pp | 87.5%+8.1pp | 71.5%+24.1pp |
| Annual return | -16.59% | -3.57%-13.0pp | 3.33%-19.9pp | 32.82%-49.4pp |
| Employer contribution / active EE | $2,490 | $4,010-37.9% | $6,166-59.6% | $2,506-0.6% |
| Participant deferral / active EE | $6,370 | $6,690-4.8% | $8,363-23.8% | $4,310+47.8% |
| Admin fee / account holder | $280 | $153+82.9% | $11,616-97.6% | $188+49.0% |