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 |
|---|---|---|
SOUTH STATE RPS3 years Service code 15 · EIN 27-1803704 | Recordkeeping | $8,746 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,720 | $65,376+18.9% | $87,100-10.8% | $65,185+19.2% |
| Participation rate | 75.3% | 75.3%0pp | 76.9%-1.5pp | 70.2%+5.1pp |
| Annual return | 23.64% | 31.27%-7.6pp | 28.19%-4.6pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,573 | $1,822-13.7% | $2,521-37.6% | $2,177-27.7% |
| Participant deferral / active EE | $4,619 | $3,388+36.3% | $4,049+14.1% | $3,514+31.5% |
| Admin fee / account holder | $55 | $520-89.5% | $7,497-99.3% | $847-93.5% |