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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 |
|---|---|---|
Filed as: SBC BENEFIT CONSULTANTS, LLC Service code 99 · EIN 20-2628892 | Other Fees | $57,292 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,076 |
LOREN D. STARK COMPANY1 year Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $7,296 |
MORNINGSTAR7+ years Service code 27 | Advisory (Plan) | $4,529 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,477 | $104,475+29.7% | $159,436-15.0% | $79,386+70.7% |
| Participation rate | 94.6% | 76.6%+18.0pp | 82.8%+11.8pp | 70.7%+23.9pp |
| Annual return | 11.47% | 67.95%-56.5pp | 263.57%-252.1pp | 116.85%-105.4pp |
| Employer contribution / active EE | $2,548 | $3,417-25.4% | $4,829-47.2% | $2,427+5.0% |
| Participant deferral / active EE | $8,791 | $6,467+35.9% | $7,352+19.6% | $4,046+117.3% |
| Admin fee / account holder | $381 | $711-46.4% | $10,799-96.5% | $626-39.1% |