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 9-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 COMPANY4 years Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $6,608 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,731 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,755 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 | Contract Administrator | $2,664 |
10 funds of $250K or more; 22 lines in all, holding $6.3M of the plan's $6.6M. From the 2024 filing. Recordkeeper: Empower.
Target-date series: JPMorgan SmartRetirement, other, 48% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Insurance contract Target-date, 9 vintages | $3.0M | 47.9% |
| Mass MM S&P 500 Index R4 MassMutual · Insurance contract Index | $511K | 8.1% |
| MassMutual Disciplined GR R4 MassMutual · Insurance contract | $418K | 6.7% |
| Fixed Account Mass Mutual Life Insurance Company MassMutual · Insurance contract | $410K | 6.5% |
| JPMorgan US Equity A JPMorgan · Insurance contract | $350K | 5.6% |
| American Funds Europacific Growth R3 Capital Group · Insurance contract | $276K | 4.4% |
| Bnym Mellon NSL Agg Bond Index Fund BNY · Insurance contract Index | $153K | 2.4% |
| Invesco Diversified Dividend A Invesco · Insurance contract | $148K | 2.4% |
| MassMutual High Yield R4 MassMutual · Insurance contract | $122K | 1.9% |
| PIMCO Real Return A PIMCO (Allianz) · Insurance contract | $115K | 1.8% |
See the other 12 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,181 | $82,917-57.6% | $103,333-66.0% | $77,643-54.7% |
| Participation rate | 29.1% | 71.6%-42.4pp | 74.5%-45.4pp | 70.6%-41.4pp |
| Annual return | 11.72% | 19.13%-7.4pp | 24.88%-13.2pp | 31.24%-19.5pp |
| Employer contribution / active EE | $1,361 | $3,552-61.7% | $3,868-64.8% | $2,726-50.1% |
| Participant deferral / active EE | $2,316 | $4,108-43.6% | $5,057-54.2% | $4,647-50.2% |
| Admin fee / account holder | $62 | $638-90.2% | $8,355-99.3% | $430-85.5% |