Filed January 4, 2024 (most recent of 3 filings on file)
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 |
|---|---|---|
NACHMAN, NORWOOD & PARROTT2 years Service code 27 1116 S MAIN ST · GREENVILLE, SC 29301 | Advisory (Plan) | $9,111 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,471 | $29,369+51.4% | $77,482-42.6% | $73,409-39.4% |
| Participation rate | 10.5% | 37.9%-27.5pp | 54.2%-43.7pp | 72.2%-61.7pp |
| Annual return | 10.50% | 358.15%-347.7pp | 54.79%-44.3pp | 59.29%-48.8pp |
| Employer contribution / active EE | $212 | $406-47.8% | $986-78.5% | $2,234-90.5% |
| Participant deferral / active EE | $348 | $941-63.0% | $1,861-81.3% | $3,805-90.9% |
| Admin fee / account holder | $265 | $123+115.9% | $2,858-90.7% | $158+67.8% |