Filed January 13, 2021 (most recent of 2 filings on file)
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 9-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $75,990 |
Filed as: SHEPHERD FINANCIAL INV Service code 26 · EIN 82-0759826 | Advisory (Participants) | $25,936 |
LPL FINANCIAL2 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,460 | $95,542-77.5% | $69,455-69.1% | $67,579-68.2% |
| Participation rate | 75.6% | 79.4%-3.8pp | 74.6%+1.0pp | 71.3%+4.3pp |
| Annual return | 21.57% | 17.67%+3.9pp | 28.97%-7.4pp | 378.56%-357.0pp |
| Employer contribution / active EE | $914 | $2,989-69.4% | $2,779-67.1% | $2,148-57.4% |
| Participant deferral / active EE | $1,292 | $3,263-60.4% | $3,535-63.5% | $3,539-63.5% |
| Admin fee / account holder | $61 | $90-31.6% | $3,839-98.4% | $142-56.8% |