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 5-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 |
|---|---|---|
LOREN D. STARK COMPANY1 year Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $31,758 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $12,776 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,775 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,278 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,278 |
CROWE LLP1 year Service code 99 · EIN 35-0921680 | Other Fees | $6,563 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 99 · EIN 82-3719843 | Other Fees | $2,012 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,696 | $129,021-49.9% | $184,203-64.9% | $77,643-16.7% |
| Participation rate | 95.7% | 87.3%+8.4pp | 86.8%+8.9pp | 70.6%+25.2pp |
| Annual return | 14.89% | 33.27%-18.4pp | 28.81%-13.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $3,003 | $4,413-31.9% | $6,427-53.3% | $2,726+10.2% |
| Participant deferral / active EE | $6,191 | $7,297-15.2% | $9,131-32.2% | $4,647+33.2% |
| Admin fee / account holder | $62 | $254-75.4% | $13,901-99.6% | $430-85.5% |