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.4+ years Service code 15 11020 DAVID TAYLOR DR · CHARLOTTE, NC 282621103 | Recordkeeping | $2,819 |
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 | $91,096 | $73,102+24.6% | $123,544-26.3% | $56,287+61.8% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.5pp |
| Annual return | -5.47% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,200 | $2,977+41.1% | $4,628-9.2% | $2,111+98.9% |
| Participant deferral / active EE | $5,831 | $5,423+7.5% | $6,426-9.3% | $3,350+74.1% |
| Admin fee / account holder | $15 | $554-97.3% | $9,284-99.8% | $521-97.1% |