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 | $54,619 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,257 |
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 | $79,936 | $62,928+27.0% | $172,739-53.7% | $67,579+18.3% |
| Participation rate | 56.8% | 64.5%-7.7pp | 82.6%-25.9pp | 71.3%-14.5pp |
| Annual return | 22.73% | 30.36%-7.6pp | 802.84%-780.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,173 | $1,636-28.3% | $5,143-77.2% | $2,148-45.4% |
| Participant deferral / active EE | $2,471 | $2,145+15.2% | $5,198-52.5% | $3,539-30.2% |
| Admin fee / account holder | $195 | $167+17.1% | $13,954-98.6% | $142+37.2% |