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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: SOUTH STATE RETIREMENT PLAN SERVICE Service code 15 · EIN 21-1833704 | Recordkeeping | $23,810 |
MOSS ADAMS LLP5+ years Filed as: MOSS & YANTIS CPAS Service code 10 · EIN 47-1356737 | Accounting | $7,500 |
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 | $28,982 | $64,286-54.9% | $90,951-68.1% | $73,409-60.5% |
| Participation rate | 51.4% | 63.6%-12.1pp | 69.0%-17.6pp | 72.2%-20.7pp |
| Annual return | 14.25% | 21.45%-7.2pp | 134.60%-120.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $882 | $895-1.4% | $2,122-58.4% | $2,234-60.5% |
| Participant deferral / active EE | $1,106 | $2,453-54.9% | $3,373-67.2% | $3,805-70.9% |
| Admin fee / account holder | $182 | $287-36.6% | $5,959-96.9% | $158+15.4% |