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 7-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 COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 10750 ROCKLEY RD · HOUSTON, TX 77099 | Contract Administrator | $9,133 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,332 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,958 | $101,317-41.8% | $146,958-59.9% | $74,495-20.9% |
| Participation rate | 89.0% | 75.5%+13.5pp | 82.2%+6.9pp | 67.2%+21.8pp |
| Annual return | 15.36% | 8730.91%-8715.5pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $4,636 | $3,810+21.7% | $4,933-6.0% | $2,623+76.7% |
| Participant deferral / active EE | $10,380 | $7,303+42.1% | $8,070+28.6% | $4,346+138.8% |
| Admin fee / account holder | $29 | $1,739-98.4% | $12,998-99.8% | $1,942-98.5% |