See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SOUTH STATE RETIREMENT PLAN SERVICE Service code 15 · EIN 27-1803704 | Recordkeeping | $900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,598 | $66,310-61.4% | $93,606-72.7% | $65,185-60.7% |
| Participation rate | 71.6% | 74.0%-2.4pp | 75.8%-4.3pp | 70.2%+1.4pp |
| Annual return | 22.64% | 42.58%-19.9pp | 32.76%-10.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $2,080 | $2,012+3.4% | $2,718-23.5% | $2,177-4.4% |
| Participant deferral / active EE | $3,013 | $3,342-9.8% | $4,069-25.9% | $3,514-14.2% |
| Admin fee / account holder | $9 | $6,897-99.9% | $7,888-99.9% | $847-98.9% |