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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.
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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 LLC3 years Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $41,575 |
LOREN D. STARK COMPANY4 years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $14,625 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,397 | $101,317-18.7% | $146,958-43.9% | $74,495+10.6% |
| Participation rate | 95.0% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.8pp |
| Annual return | 12.89% | 8730.91%-8718.0pp | 418.34%-405.4pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $5,068 | $3,810+33.0% | $4,933+2.7% | $2,623+93.2% |
| Participant deferral / active EE | $9,697 | $7,303+32.8% | $8,070+20.2% | $4,346+123.1% |
| Admin fee / account holder | $36 | $1,739-97.9% | $12,998-99.7% | $1,942-98.2% |