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 10-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 |
|---|---|---|
Filed as: MORGAN STANLEY Service code 27 · EIN 20-8764829 | Advisory (Plan) | $50,902 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,919 |
SOUTH STATE RPS1 year Filed as: SOUTH STATE RETIREMENT SERVICES Service code 27 · EIN 27-1803704 | Advisory (Plan) | $12,000 |
DAVIS2 years Filed as: DAVIS & COMPANY CPA Service code 10 · EIN 27-1780668 | Accounting | $11,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,091 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,220 | $55,790+384.3% | $76,817+251.8% | $67,579+299.9% |
| Participation rate | 88.3% | 71.1%+17.2pp | 72.1%+16.2pp | 71.3%+17.0pp |
| Annual return | 21.48% | 64.45%-43.0pp | 1166.11%-1144.6pp | 378.56%-357.1pp |
| Employer contribution / active EE | $4,156 | $1,810+129.6% | $2,302+80.6% | $2,148+93.5% |
| Participant deferral / active EE | $6,496 | $2,875+126.0% | $3,336+94.7% | $3,539+83.5% |
| Admin fee / account holder | $63 | $159-60.7% | $6,420-99.0% | $142-56.0% |