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 FLAGEL7 years Service code 99 · EIN 31-0796034 | Other Fees | $22,954 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $15,046 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 99 · EIN 31-1299207 | Other Fees | $8,100 |
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 | $200,111 | $100,923+98.3% | $150,045+33.4% | $74,304+169.3% |
| Participation rate | 95.2% | 70.1%+25.1pp | 82.3%+12.8pp | 60.3%+34.8pp |
| Annual return | 18.79% | 51.77%-33.0pp | 62.55%-43.8pp | 29.43%-10.6pp |
| Employer contribution / active EE | $4,078 | $3,463+17.7% | $4,693-13.1% | $2,241+82.0% |
| Participant deferral / active EE | $16,312 | $6,709+143.1% | $7,997+104.0% | $3,767+333.0% |
| Admin fee / account holder | $234 | $2,767-91.5% | $13,435-98.3% | $2,969-92.1% |