Filed August 4, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 INV ADVISORY LLC Service code 14 · EIN 82-0759826 | Plan Administrator | $8,726 |
TIAA1 year Service code 14 · EIN 13-1624203 | Plan Administrator | $8,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,523 | $67,984+40.5% | $65,493+45.9% | $74,304+28.6% |
| Participation rate | 85.9% | 66.3%+19.6pp | 73.1%+12.8pp | 60.3%+25.5pp |
| Annual return | 18.22% | 19.87%-1.6pp | 982.45%-964.2pp | 29.43%-11.2pp |
| Employer contribution / active EE | $2,972 | $2,491+19.3% | $2,574+15.4% | $2,241+32.6% |
| Participant deferral / active EE | $3,312 | $3,346-1.0% | $3,961-16.4% | $3,767-12.1% |
| Admin fee / account holder | $90 | $1,373-93.4% | $5,028-98.2% | $2,969-97.0% |