Filed October 16, 1995
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.3+ years Service code 15 11020 DAVID TAYLOR DR · CHARLOTTE, NC 282621103 | Recordkeeping | $3,771 |
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 | $107,632 | $80,753+33.3% | $136,294-21.0% | $62,292+72.8% |
| Participation rate | 97.7% | 73.5%+24.2pp | 81.9%+15.8pp | 69.5%+28.2pp |
| Annual return | 18.19% | 35.83%-17.6pp | 5155.94%-5137.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $3,407 | $2,884+18.1% | $4,695-27.4% | $2,042+66.8% |
| Participant deferral / active EE | $5,610 | $5,164+8.6% | $6,247-10.2% | $3,169+77.0% |
| Admin fee / account holder | $23 | $525-95.5% | $9,243-99.7% | $479-95.1% |