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 COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 22-2799756 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $5,599 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,025 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,943 | $65,061+92.0% | $143,757-13.1% | $66,914+86.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.20% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $9,834 | $2,361+316.6% | $4,951+98.6% | $2,544+286.5% |
| Participant deferral / active EE | $6,397 | $2,919+119.2% | $5,637+13.5% | $4,237+51.0% |
| Admin fee / account holder | $566 | $502+12.8% | $14,673-96.1% | $593-4.6% |