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 13 1462 HARBORSUN DRIVE · CHARLESTON, SC 29412 | Contract Administrator | $51,803 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,018 |
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 | $76,111 | $37,196+104.6% | $154,107-50.6% | $55,725+36.6% |
| Participation rate | 62.0% | 64.1%-2.1pp | 83.0%-21.0pp | 70.9%-8.9pp |
| Annual return | -5.44% | 1319.68%-1325.1pp | 735.12%-740.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,253 | $1,614-22.4% | $5,298-76.4% | $2,078-39.7% |
| Participant deferral / active EE | $2,287 | $2,068+10.6% | $5,081-55.0% | $3,356-31.8% |
| Admin fee / account holder | $229 | $102+125.2% | $13,411-98.3% | $115+98.7% |