Filed August 16, 2006
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: CAROLINA QUALIFIED RETIREMENT PLAN Service code 27 2795 ANCHOR WATCH DR · WADMALAW ISLAND, SC 294877103 | Advisory (Plan) | $64,124 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,089 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,169 | $131,799+20.0% | $200,582-21.1% | $85,563+84.9% |
| Participation rate | 80.4% | 87.9%-7.6pp | 86.9%-6.5pp | 66.0%+14.4pp |
| Annual return | 15.73% | 21.59%-5.9pp | 42.33%-26.6pp | 31.51%-15.8pp |
| Employer contribution / active EE | $4,232 | $4,532-6.6% | $6,419-34.1% | $2,654+59.5% |
| Participant deferral / active EE | $5,512 | $7,702-28.4% | $9,331-40.9% | $4,375+26.0% |
| Admin fee / account holder | $354 | $235+50.7% | $16,305-97.8% | $834-57.5% |