Filed September 4, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $2,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,824 | $92,224+64.6% | $105,223+44.3% | $79,634+90.7% |
| Participation rate | 96.8% | 69.2%+27.7pp | 75.0%+21.8pp | 62.5%+34.3pp |
| Annual return | 12.89% | 88.65%-75.8pp | 180.65%-167.8pp | 36.46%-23.6pp |
| Employer contribution / active EE | $5,331 | $3,965+34.5% | $3,689+44.5% | $2,529+110.8% |
| Participant deferral / active EE | $6,415 | $3,834+67.3% | $5,072+26.5% | $3,835+67.3% |
| Admin fee / account holder | $8 | $1,121-99.3% | $8,859-99.9% | $1,002-99.2% |