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 Service code 15 · EIN 74-1537058 | Recordkeeping | $18,811 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,428 |
Filed as: INTERSECURITIES INS AGY INC Service code 99 · EIN 42-1517005 | Other Fees | $0 |
Service code 15 | Recordkeeping | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO.H Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,734 | $46,173-52.9% | $170,442-87.2% | $69,631-68.8% |
| Participation rate | 89.7% | 63.9%+25.8pp | 83.6%+6.1pp | 70.7%+19.0pp |
| Annual return | 13.81% | 21.62%-7.8pp | 205.93%-192.1pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $1,881 | $1,610+16.9% | $5,433-65.4% | $2,032-7.4% |
| Participant deferral / active EE | $3,570 | $2,080+71.6% | $4,939-27.7% | $3,224+10.7% |
| Admin fee / account holder | $55 | $116-52.7% | $13,880-99.6% | $110-50.4% |