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 |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,146 |
Filed as: CAROLINA QUALIFIED RETIREMENT PLAN Service code 13 1462 HARBORSUN DRIVE · CHARLESTON, SC 29412 | Contract Administrator | $18,851 |
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 | $35,773 | $54,573-34.4% | $90,951-60.7% | $73,488-51.3% |
| Participation rate | 87.9% | 61.2%+26.7pp | 69.0%+18.9pp | 70.7%+17.2pp |
| Annual return | 14.54% | 16.69%-2.2pp | 134.60%-120.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,198 | $991+20.9% | $2,122-43.5% | $2,270-47.2% |
| Participant deferral / active EE | $3,022 | $2,517+20.1% | $3,373-10.4% | $3,740-19.2% |
| Admin fee / account holder | $187 | $521-64.0% | $5,959-96.9% | $513-63.5% |