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 | $44,828 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $32,278 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,131 |
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 | $86,237 | $64,286+34.1% | $90,951-5.2% | $73,409+17.5% |
| Participation rate | 82.3% | 63.6%+18.7pp | 69.0%+13.3pp | 72.2%+10.1pp |
| Annual return | 13.59% | 21.45%-7.9pp | 134.60%-121.0pp | 59.29%-45.7pp |
| Employer contribution / active EE | $2,588 | $895+189.4% | $2,122+22.0% | $2,234+15.9% |
| Participant deferral / active EE | $4,540 | $2,453+85.1% | $3,373+34.6% | $3,805+19.3% |
| Admin fee / account holder | $261 | $287-9.1% | $5,959-95.6% | $158+65.3% |