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: SOUTHSTATE RETIREMENT PLAN SERVICES Service code 15 · EIN 27-1803704 | Recordkeeping | $10,736 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,583 | $72,607-37.2% | $90,749-49.8% | $66,914-31.9% |
| Participation rate | 74.8% | 73.7%+1.1pp | 75.7%-0.9pp | 69.8%+5.0pp |
| Annual return | -16.87% | -12.28%-4.6pp | -12.16%-4.7pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,749 | $2,369+16.0% | $2,921-5.9% | $2,544+8.0% |
| Participant deferral / active EE | $4,085 | $3,977+2.7% | $4,564-10.5% | $4,237-3.6% |
| Admin fee / account holder | $112 | $707-84.2% | $8,445-98.7% | $593-81.1% |