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.8+ years Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902 | Recordkeeping | $19,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,594 | $84,487+49.8% | $125,339+1.0% | $66,914+89.2% |
| Participation rate | 81.0% | 76.4%+4.6pp | 82.4%-1.3pp | 69.8%+11.2pp |
| Annual return | -17.63% | -8.39%-9.2pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $963 | $3,553-72.9% | $4,814-80.0% | $2,544-62.1% |
| Participant deferral / active EE | $8,328 | $6,781+22.8% | $7,446+11.8% | $4,237+96.6% |
| Admin fee / account holder | $100 | $685-85.4% | $10,010-99.0% | $593-83.1% |