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 RPS4 years Service code 15 · EIN 27-1803704 | Recordkeeping | $20,740 |
Participant contribution per participant 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 | $109,656 | $111,608-1.7% | $177,821-38.3% | $73,409+49.4% |
| Participation rate | 72.5% | 87.9%-15.4pp | 87.7%-15.2pp | 72.2%+0.3pp |
| Annual return | 17.78% | 18.23%-0.4pp | 48.32%-30.5pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,756 | $3,796-53.8% | $5,918-70.3% | $2,234-21.4% |
| Participant deferral / active EE | $2,489 | $6,199-59.9% | $7,714-67.7% | $3,805-34.6% |
| Admin fee / account holder | $273 | $166+64.7% | $12,427-97.8% | $158+72.7% |