Filed September 21, 2024 (most recent of 5 filings on file)
Total covered: 4 employees
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 |
|---|---|---|
AAAA BENEFITS, INC.6+ years Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $18,965 |
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 | $151,502 | $99,957+51.6% | $149,696+1.2% | $73,488+106.2% |
| Participation rate | 83.6% | 75.7%+7.9pp | 82.5%+1.1pp | 70.7%+12.9pp |
| Annual return | 14.84% | 53.87%-39.0pp | 276.60%-261.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $771 | $3,191-75.8% | $4,644-83.4% | $2,270-66.0% |
| Participant deferral / active EE | $6,117 | $6,073+0.7% | $6,842-10.6% | $3,740+63.6% |
| Admin fee / account holder | $98 | $551-82.2% | $9,309-98.9% | $513-80.9% |