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.5+ years Service code 15 11020 DAVID TAYLOR DR · CHARLOTTE, NC 282621103 | Recordkeeping | $7,786 |
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 | $111,716 | $89,652+24.6% | $141,162-20.9% | $65,185+71.4% |
| Participation rate | 99.3% | 74.7%+24.6pp | 82.5%+16.9pp | 70.2%+29.1pp |
| Annual return | 22.50% | 32.79%-10.3pp | 71.39%-48.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,997 | $3,065-34.8% | $4,735-57.8% | $2,177-8.3% |
| Participant deferral / active EE | $6,507 | $5,691+14.3% | $6,709-3.0% | $3,514+85.2% |
| Admin fee / account holder | $40 | $569-92.9% | $10,261-99.6% | $847-95.3% |