Filed January 19, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SOUTH STATE RPS3 years Service code 15 · EIN 27-1803704 | Recordkeeping | $71,764 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,231 | $88,515-17.3% | $162,163-54.8% | $67,579+8.4% |
| Participation rate | 99.1% | 86.8%+12.3pp | 87.6%+11.5pp | 71.3%+27.8pp |
| Annual return | 16.28% | 27.04%-10.8pp | 115.59%-99.3pp | 378.56%-362.3pp |
| Employer contribution / active EE | $1,916 | $3,563-46.2% | $5,614-65.9% | $2,148-10.8% |
| Participant deferral / active EE | $2,642 | $5,724-53.8% | $7,298-63.8% | $3,539-25.3% |
| Admin fee / account holder | $207 | $124+67.2% | $10,843-98.1% | $142+45.3% |