Filed July 12, 2021 (most recent of 3 filings on file)
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 RPS1 year Filed as: SOUTH CAROLINA FINANCIAL SOLUTIONS Service code 99 2175 CREDIT UNION LANE · NORTH CHARLESTON, SC 29406 | Other Fees | $14,214 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $7,093 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,812 | $111,608+13.6% | $177,821-28.7% | $73,409+72.7% |
| Participation rate | 98.2% | 87.9%+10.3pp | 87.7%+10.4pp | 72.2%+26.0pp |
| Annual return | 16.39% | 18.23%-1.8pp | 48.32%-31.9pp | 59.29%-42.9pp |
| Employer contribution / active EE | $5,459 | $3,796+43.8% | $5,918-7.8% | $2,234+144.4% |
| Participant deferral / active EE | $6,204 | $6,199+0.1% | $7,714-19.6% | $3,805+63.0% |
| Admin fee / account holder | $67 | $166-59.8% | $12,427-99.5% | $158-57.8% |