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.9+ years Service code 15 11020 DAVID TAYLOR DR · CHARLOTTE, NC 282621103 | Recordkeeping | $31,333 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,897 | $91,407+44.3% | $135,903-2.9% | $71,457+84.6% |
| Participation rate | 96.6% | 75.7%+20.9pp | 81.9%+14.7pp | 67.9%+28.7pp |
| Annual return | 18.79% | 29.90%-11.1pp | 68.23%-49.4pp | 28.85%-10.1pp |
| Employer contribution / active EE | $904 | $3,703-75.6% | $4,856-81.4% | $2,588-65.1% |
| Participant deferral / active EE | $8,019 | $7,092+13.1% | $7,758+3.4% | $4,289+87.0% |
| Admin fee / account holder | $138 | $1,266-89.1% | $10,762-98.7% | $1,587-91.3% |