Filed May 20, 2024 (most recent of 2 filings on file)
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 6-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: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $30,006 |
GREENWOOD GEARHART, INC.1 year Filed as: GREENWOOD CAPITAL ADVISORY SERVICES Service code 27 201 W. MCBEE AVENUE · GREENVILLE, SC 29601 | Advisory (Plan) | $13,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,127 | $52,293-34.7% | $178,490-80.9% | $73,409-53.5% |
| Participation rate | 56.2% | 65.3%-9.1pp | 81.9%-25.7pp | 72.2%-16.0pp |
| Annual return | 14.36% | 34.75%-20.4pp | 151.07%-136.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $721 | $1,735-58.4% | $5,011-85.6% | $2,234-67.7% |
| Participant deferral / active EE | $1,179 | $2,332-49.4% | $5,202-77.3% | $3,805-69.0% |
| Admin fee / account holder | $194 | $127+52.5% | $13,984-98.6% | $158+23.0% |