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 LLC2 years Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $48,245 |
LOREN D. STARK COMPANY2 years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $16,116 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $9,244 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $9,244 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,377 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,958 | $86,897-39.1% | $151,611-65.1% | $64,808-18.3% |
| Participation rate | 95.8% | 87.3%+8.6pp | 87.5%+8.3pp | 71.5%+24.4pp |
| Annual return | -9.36% | -3.57%-5.8pp | 3.33%-12.7pp | 32.82%-42.2pp |
| Employer contribution / active EE | $4,485 | $4,010+11.8% | $6,166-27.3% | $2,506+79.0% |
| Participant deferral / active EE | $7,119 | $6,690+6.4% | $8,363-14.9% | $4,310+65.2% |
| Admin fee / account holder | $107 | $153-30.0% | $11,616-99.1% | $188-43.0% |