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 RPS4 years Service code 15 · EIN 27-1803704 | Recordkeeping | $8,812 |
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 | $104,764 | $73,638+42.3% | $95,952+9.2% | $73,488+42.6% |
| Participation rate | 70.4% | 76.2%-5.7pp | 77.1%-6.7pp | 70.7%-0.3pp |
| Annual return | 18.95% | 16.78%+2.2pp | 91.61%-72.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $1,619 | $1,863-13.1% | $2,541-36.3% | $2,270-28.7% |
| Participant deferral / active EE | $4,958 | $3,617+37.1% | $4,167+19.0% | $3,740+32.6% |
| Admin fee / account holder | $58 | $482-87.9% | $6,795-99.1% | $513-88.6% |