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 10-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 COMPANY2 years Filed as: LOREN D STARK COMPANY INC Service code 13 · EIN 22-2799756 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $6,592 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $134,057 | $52,953+153.2% | $172,739-22.4% | $65,185+105.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 20.80% | 30.12%-9.3pp | 802.84%-782.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $7,966 | $2,190+263.8% | $5,143+54.9% | $2,177+266.0% |
| Participant deferral / active EE | $5,565 | $2,471+125.3% | $5,198+7.1% | $3,514+58.4% |
| Admin fee / account holder | $559 | $472+18.4% | $13,954-96.0% | $847-34.1% |