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 |
|---|---|---|
SAIPH CAPITAL LLC4 years Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $77,602 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $28,327 |
LOREN D. STARK COMPANY4 years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $23,876 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,629 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,407 | $129,021-35.4% | $184,203-54.7% | $77,643+7.4% |
| Participation rate | 98.5% | 87.3%+11.2pp | 86.8%+11.7pp | 70.6%+28.0pp |
| Annual return | 19.62% | 33.27%-13.7pp | 28.81%-9.2pp | 31.24%-11.6pp |
| Employer contribution / active EE | $5,950 | $4,413+34.8% | $6,427-7.4% | $2,726+118.3% |
| Participant deferral / active EE | $9,364 | $7,297+28.3% | $9,131+2.5% | $4,647+101.5% |
| Admin fee / account holder | $179 | $254-29.6% | $13,901-98.7% | $430-58.5% |