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 3-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 | $11,660 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,128 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,762 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,762 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,725 | $65,908-54.9% | $81,812-63.7% | $77,643-61.7% |
| Participation rate | 91.6% | 65.8%+25.8pp | 72.3%+19.3pp | 70.6%+21.1pp |
| Annual return | 13.58% | 26.64%-13.1pp | 773.79%-760.2pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,685 | $2,370-28.9% | $2,912-42.1% | $2,726-38.2% |
| Participant deferral / active EE | $5,068 | $3,505+44.6% | $4,319+17.4% | $4,647+9.1% |
| Admin fee / account holder | $64 | $526-87.9% | $7,386-99.1% | $430-85.2% |