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 | $53,977 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,804 | $52,293+83.2% | $178,490-46.3% | $73,409+30.5% |
| Participation rate | 50.6% | 65.3%-14.7pp | 81.9%-31.3pp | 72.2%-21.6pp |
| Annual return | 17.90% | 34.75%-16.8pp | 151.07%-133.2pp | 59.29%-41.4pp |
| Employer contribution / active EE | $1,438 | $1,735-17.1% | $5,011-71.3% | $2,234-35.6% |
| Participant deferral / active EE | $2,724 | $2,332+16.8% | $5,202-47.6% | $3,805-28.4% |
| Admin fee / account holder | $198 | $127+55.8% | $13,984-98.6% | $158+25.7% |