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.7+ years Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902 | Recordkeeping | $17,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,840 | $104,475+61.6% | $159,436+5.9% | $79,386+112.7% |
| Participation rate | 84.5% | 76.6%+7.9pp | 82.8%+1.7pp | 70.7%+13.8pp |
| Annual return | 14.87% | 67.95%-53.1pp | 263.57%-248.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $928 | $3,417-72.8% | $4,829-80.8% | $2,427-61.8% |
| Participant deferral / active EE | $7,597 | $6,467+17.5% | $7,352+3.3% | $4,046+87.8% |
| Admin fee / account holder | $91 | $711-87.2% | $10,799-99.2% | $626-85.4% |