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 27 · EIN 38-3712991 | Advisory (Plan) | $27,883 |
GREENWOOD GEARHART, INC.3 years Filed as: GREENWOOD CAPITAL ADVISORY SERVICES Service code 27 201 W. MCBEE AVENUE · GREENVILLE, SC 29601 | Advisory (Plan) | $22,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,351 | $46,292-34.4% | $143,757-78.9% | $64,808-53.2% |
| Participation rate | 69.2% | 64.2%+5.0pp | 80.3%-11.1pp | 71.5%-2.3pp |
| Annual return | -17.29% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $936 | $1,910-51.0% | $4,951-81.1% | $2,506-62.6% |
| Participant deferral / active EE | $1,721 | $2,646-34.9% | $5,637-69.5% | $4,310-60.1% |
| Admin fee / account holder | $210 | $154+36.8% | $14,673-98.6% | $188+12.0% |