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 COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 40 | Foreign entity (e.g., an agent or bro... | $1,608 |
MORNINGSTAR7+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $1,608 |
LOREN D. STARK COMPANY3 years Service code 49 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $83,097 | $82,978+0.1% | $129,995-36.1% | $71,457+16.3% |
| Participation rate | 52.0% | 74.1%-22.0pp | 78.5%-26.4pp | 67.9%-15.9pp |
| Annual return | 15.63% | 20.60%-5.0pp | -137.18%+152.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,320-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,981 | $4,432-32.7% | $5,820-48.8% | $4,289-30.5% |
| Admin fee / account holder | $53 | $1,729-96.9% | $10,614-99.5% | $1,587-96.6% |