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 |
|---|---|---|
Filed as: NELSON MULLINS RILEY Service code 29 POST OFFICE DRAWER 11009 · COLUMBIA, SC 29211 | Legal | $23,945 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $3,809 |
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 | $121,543 | $69,305+75.4% | $82,313+47.7% | $69,631+74.6% |
| Participation rate | 92.4% | 80.3%+12.2pp | 76.9%+15.5pp | 70.7%+21.7pp |
| Annual return | 22.48% | 21.47%+1.0pp | 25.88%-3.4pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $5,823 | $1,887+208.7% | $2,428+139.8% | $2,032+186.5% |
| Participant deferral / active EE | $7,874 | $3,568+120.6% | $3,706+112.5% | $3,224+144.2% |
| Admin fee / account holder | $32 | $97-67.0% | $5,608-99.4% | $110-71.0% |