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 |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,833 |
Filed as: CAROLINA QUALIFIED RETIREMENT PLAN Service code 13 1462 HARBORSUN DRIVE · CHARLESTON, SC 29412 | Contract Administrator | $16,790 |
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 | $36,013 | $49,138-26.7% | $84,015-57.1% | $65,185-44.8% |
| Participation rate | 85.6% | 60.7%+24.9pp | 69.0%+16.6pp | 70.2%+15.4pp |
| Annual return | 22.84% | 23.00%-0.2pp | 71.31%-48.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,213 | $914+32.8% | $1,983-38.8% | $2,177-44.3% |
| Participant deferral / active EE | $2,979 | $2,397+24.3% | $3,239-8.0% | $3,514-15.2% |
| Admin fee / account holder | $224 | $543-58.8% | $6,101-96.3% | $847-73.6% |