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.6+ years Service code 15 11020 DAVID TAYLOR DR · CHARLOTTE, NC 282621103 | Recordkeeping | $9,452 |
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 | $131,109 | $99,957+31.2% | $149,696-12.4% | $73,488+78.4% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.6pp | 70.7%+27.4pp |
| Annual return | 16.64% | 53.87%-37.2pp | 276.60%-260.0pp | 28.51%-11.9pp |
| Employer contribution / active EE | $4,516 | $3,191+41.5% | $4,644-2.8% | $2,270+98.9% |
| Participant deferral / active EE | $6,510 | $6,073+7.2% | $6,842-4.9% | $3,740+74.1% |
| Admin fee / account holder | $46 | $551-91.6% | $9,309-99.5% | $513-91.0% |