Filed November 29, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
SOUTH STATE RPS1 year Service code 15 · EIN 27-1803704 | Recordkeeping | $53,148 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,383 | $75,388-62.4% | $123,544-77.0% | $55,725-49.1% |
| Participation rate | 97.2% | 75.7%+21.5pp | 82.3%+14.9pp | 70.9%+26.3pp |
| Annual return | -6.35% | 4.48%-10.8pp | 119.20%-125.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,221 | $3,063-27.5% | $4,628-52.0% | $2,078+6.9% |
| Participant deferral / active EE | $5,388 | $5,651-4.6% | $6,426-16.1% | $3,356+60.6% |
| Admin fee / account holder | $191 | $120+59.6% | $9,284-97.9% | $115+66.0% |