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 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $14,486 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,321 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,113 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,014 | $73,360+70.4% | $177,989-29.8% | $74,495+67.8% |
| Participation rate | 72.3% | 66.6%+5.7pp | 77.1%-4.8pp | 67.2%+5.1pp |
| Annual return | 10.97% | 17.49%-6.5pp | 294.48%-283.5pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $3,412 | $2,216+54.0% | $3,949-13.6% | $2,623+30.1% |
| Participant deferral / active EE | $3,908 | $4,513-13.4% | $6,276-37.7% | $4,346-10.1% |
| Admin fee / account holder | $215 | $1,808-88.1% | $10,363-97.9% | $1,942-88.9% |