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.7+ years Service code 15 11020 DAVID TAYLOR DR · CHARLOTTE, NC 282621103 | Recordkeeping | $14,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,552 | $104,475+32.6% | $159,436-13.1% | $79,386+74.5% |
| Participation rate | 96.6% | 76.6%+19.9pp | 82.8%+13.7pp | 70.7%+25.8pp |
| Annual return | 14.14% | 67.95%-53.8pp | 263.57%-249.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,056 | $3,417-39.8% | $4,829-57.4% | $2,427-15.3% |
| Participant deferral / active EE | $6,758 | $6,467+4.5% | $7,352-8.1% | $4,046+67.0% |
| Admin fee / account holder | $67 | $711-90.5% | $10,799-99.4% | $626-89.3% |