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.10+ years Service code 15 307 WEST TREMONT AVENUE · CHARLOTTE, NC 282034902 | Recordkeeping | $25,023 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,608 | $101,317+63.5% | $146,958+12.7% | $74,495+122.3% |
| Participation rate | 85.5% | 75.5%+10.0pp | 82.2%+3.3pp | 67.2%+18.3pp |
| Annual return | 15.99% | 8730.91%-8714.9pp | 418.34%-402.3pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,065 | $3,810-72.1% | $4,933-78.4% | $2,623-59.4% |
| Participant deferral / active EE | $9,557 | $7,303+30.9% | $8,070+18.4% | $4,346+119.9% |
| Admin fee / account holder | $144 | $1,739-91.7% | $12,998-98.9% | $1,942-92.6% |