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 |
|---|---|---|
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 13 · EIN 22-2799756 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $5,653 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $913 |
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 | $141,844 | $58,879+140.9% | $178,490-20.5% | $73,488+93.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 12.91% | 24.86%-11.9pp | 151.07%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $7,934 | $2,236+254.8% | $5,011+58.4% | $2,270+249.5% |
| Participant deferral / active EE | $5,369 | $2,567+109.1% | $5,202+3.2% | $3,740+43.6% |
| Admin fee / account holder | $525 | $400+31.2% | $13,984-96.2% | $513+2.4% |