See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,000 |
LOREN D. STARK COMPANY1 year Service code 49 | Other Services | $16,226 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,738 |
Service code 27 | Advisory (Plan) | $12,177 |
Service code 50 · EIN 22-3706875 | Direct Payment | $5,145 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 49 · EIN 04-1590850 | Other Services | $650 |
LOREN D. STARK COMPANY1 year Filed as: LOREN S. STARK COMPANY INC Service code 49 · EIN 74-1537058 | Other Services | $0 |
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 | $88,663 | $94,833-6.5% | $75,696+17.1% | $86,799+2.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 28.12% | 16.91%+11.2pp | 104.53%-76.4pp | 97.91%-69.8pp |
| Employer contribution / active EE | $8,703 | $2,904+199.6% | $2,743+217.3% | $2,405+261.8% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $143 | $109+31.4% | $3,619-96.1% | $170-15.8% |