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 9-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 COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 40 | Foreign entity (e.g., an agent or bro... | $7,481 |
MORNINGSTAR6+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $1,642 |
LOREN D. STARK COMPANY2 years Service code 49 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,827 | $86,655-11.3% | $119,609-35.8% | $66,914+14.8% |
| Participation rate | 75.6% | 75.6%0pp | 79.3%-3.7pp | 69.8%+5.8pp |
| Annual return | -13.64% | -8.00%-5.6pp | -14.97%+1.3pp | 1.58%-15.2pp |
| Employer contribution / active EE | $407 | $2,536-84.0% | $4,232-90.4% | $2,544-84.0% |
| Participant deferral / active EE | $4,188 | $4,358-3.9% | $5,602-25.2% | $4,237-1.1% |
| Admin fee / account holder | $45 | $755-94.1% | $10,323-99.6% | $593-92.5% |