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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $160,771 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $38,737 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,390 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,480 |
SOUTH STATE RPS1 year Filed as: SOUTH CAROLINA FEDERAL CREDIT UN Service code 99 · EIN 22-2000222 | Other Fees | $5,105 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,362 | $100,227+30.1% | $169,993-23.3% | $74,419+75.2% |
| Participation rate | 98.8% | 87.3%+11.4pp | 87.0%+11.8pp | 70.7%+28.0pp |
| Annual return | 17.53% | 66.08%-48.6pp | 53.37%-35.8pp | 34.38%-16.9pp |
| Employer contribution / active EE | $5,977 | $4,263+40.2% | $6,785-11.9% | $2,637+126.6% |
| Participant deferral / active EE | $6,818 | $7,143-4.6% | $10,408-34.5% | $4,528+50.6% |
| Admin fee / account holder | $211 | $234-10.1% | $12,815-98.4% | $348-39.4% |