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.9+ years Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902 | Recordkeeping | $17,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,814 | $91,407+66.1% | $135,903+11.7% | $71,457+112.5% |
| Participation rate | 87.9% | 75.7%+12.3pp | 81.9%+6.0pp | 67.9%+20.0pp |
| Annual return | 19.94% | 29.90%-10.0pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,160 | $3,703-68.7% | $4,856-76.1% | $2,588-55.2% |
| Participant deferral / active EE | $10,712 | $7,092+51.0% | $7,758+38.1% | $4,289+149.8% |
| Admin fee / account holder | $93 | $1,266-92.7% | $10,762-99.1% | $1,587-94.2% |