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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
GREENWOOD CAPITAL ASSOCIATES6+ years Service code 51 · EIN 57-0760907 104 MAXWELL AVE · GREENWOOD, SC 29646 | Investment Mgmt Fees | $40,414 |
COUNTY BANK6+ years Service code 24 · EIN 57-0147610 419 MAIN STREET · GREENWOOD, SC 29649 | Discretionary Trustee | $33,368 |
DIVIDEND ASSET CAPITAL LLC3 years Service code 51 · EIN 20-0046881 58 RIVERWALK BLVD · RIDGELAND, SC 29936 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $1,000,135 | $165,335+504.9% | $149,696+568.1% | $158,922+529.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.33% | 348.15%-335.8pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $39,620 | $5,103+676.4% | $4,644+753.1% | $4,761+732.2% |
| Participant deferral / active EE | $60,802 | $7,181+746.7% | $6,842+788.7% | $5,982+916.4% |
| Admin fee / account holder | $4,478 | $10,807-58.6% | $9,309-51.9% | $11,246-60.2% |