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 |
|---|---|---|
FLAGEL HUBER FLAGEL6 years Service code 99 · EIN 11-1000111 | Other Fees | $12,765 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,396 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 99 · EIN 31-1299207 | Other Fees | $8,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,629 | $101,317+56.6% | $146,958+7.9% | $74,495+112.9% |
| Participation rate | 93.1% | 75.5%+17.5pp | 82.2%+10.9pp | 67.2%+25.9pp |
| Annual return | 17.25% | 8730.91%-8713.7pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,667 | $3,810-3.8% | $4,933-25.7% | $2,623+39.8% |
| Participant deferral / active EE | $14,668 | $7,303+100.8% | $8,070+81.8% | $4,346+237.5% |
| Admin fee / account holder | $156 | $1,739-91.0% | $12,998-98.8% | $1,942-92.0% |