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 |
|---|---|---|
Filed as: SOUTH STATE RETIREMENT PLAN SERVICE Service code 15 · EIN 27-1803704 | Recordkeeping | $890 |
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 | $37,817 | $70,908-46.7% | $98,907-61.8% | $73,488-48.5% |
| Participation rate | 70.7% | 73.8%-3.1pp | 76.0%-5.3pp | 70.7%0pp |
| Annual return | 15.75% | 34.17%-18.4pp | 196.43%-180.7pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,145 | $2,036+5.3% | $2,689-20.2% | $2,270-5.5% |
| Participant deferral / active EE | $3,206 | $3,500-8.4% | $4,244-24.5% | $3,740-14.3% |
| Admin fee / account holder | $10 | $535-98.1% | $6,642-99.8% | $513-98.0% |