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 |
|---|---|---|
FIRST SOUTHEAST 401(K) FIDUCIARIES3+ years Service code 26 · EIN 27-1803704 | Advisory (Participants) | $23,934 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN PENSIONS Service code 15 · EIN 57-0219408 | Recordkeeping | $17,453 |
Filed as: SOUTH STATE RETIREMENT PLAN SERVICE Service code 15 · EIN 27-1803704 | Recordkeeping | $7,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,725 | $54,390+24.5% | $117,039-42.1% | $69,631-2.7% |
| Participation rate | 32.1% | 58.5%-26.5pp | 77.2%-45.1pp | 70.7%-38.6pp |
| Annual return | 19.65% | 18.33%+1.3pp | 18.95%+0.7pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $3,785-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,373 | $2,076-33.9% | $3,929-65.1% | $3,224-57.4% |
| Admin fee / account holder | $312 | $98+219.0% | $5,974-94.8% | $110+182.4% |