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 COMPANY1 year Service code 13 10101 SOUTHWEST FREEWAY, SUITE 610 · HOUSTON, TX 77074 | Contract Administrator | $4,119 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,794 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,380 | $49,915+27.0% | $154,803-59.1% | $74,304-14.7% |
| Participation rate | 97.1% | 54.0%+43.1pp | 78.1%+19.0pp | 60.3%+36.7pp |
| Annual return | 21.68% | 34.06%-12.4pp | 58.88%-37.2pp | 29.43%-7.8pp |
| Employer contribution / active EE | $3,192 | $1,611+98.1% | $4,305-25.9% | $2,241+42.4% |
| Participant deferral / active EE | $5,849 | $2,255+159.4% | $5,540+5.6% | $3,767+55.2% |
| Admin fee / account holder | $15 | $2,189-99.3% | $14,329-99.9% | $2,969-99.5% |