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 |
|---|---|---|
COUNTY BANK3+ years Service code 24 · EIN 57-0147610 419 MAIN STREET · GREENWOOD, SC 29649 | Discretionary Trustee | $105,213 |
DIVIDEND ASSET CAPITAL LLC3+ years Filed as: DIVIDEND ASSETS CAPITAL LLC Service code 51 · EIN 20-0046881 58 RIVERWALK BLVD · RIDGELAND, SC 29936 | Investment Mgmt Fees | $44,578 |
GREENWOOD CAPITAL ASSOCIATES3+ years Service code 51 · EIN 57-0760907 104 MAXWELL AVE · GREENWOOD, SC 29646 | Investment Mgmt Fees | $29,058 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 200 EAST BROAD STREET · GREENVILLE, SC 29606 | Accounting | $10,000 |
WYCHE, P.A.2+ years Service code 29 · EIN 57-0514278 44 EAST CAMPERDOWN WAY · GREENVILLE, SC 29602 | Legal | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $107,075 | $80,753+32.6% | $136,294-21.4% | $62,292+71.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.88% | 35.83%-23.0pp | 5155.94%-5143.1pp | 28.90%-16.0pp |
| Employer contribution / active EE | $3,010 | $2,884+4.4% | $4,695-35.9% | $2,042+47.4% |
| Participant deferral / active EE | $4,031 | $5,164-21.9% | $6,247-35.5% | $3,169+27.2% |
| Admin fee / account holder | $769 | $525+46.3% | $9,243-91.7% | $479+60.4% |