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.10+ years Service code 15 11020 DAVID TAYLOR DR · CHARLOTTE, NC 282621103 | Recordkeeping | $18,825 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,404 | $101,317+39.6% | $146,958-3.8% | $74,495+89.8% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.2%+11.6pp | 67.2%+26.6pp |
| Annual return | 14.45% | 8730.91%-8716.5pp | 418.34%-403.9pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $2,556 | $3,810-32.9% | $4,933-48.2% | $2,623-2.6% |
| Participant deferral / active EE | $8,217 | $7,303+12.5% | $8,070+1.8% | $4,346+89.1% |
| Admin fee / account holder | $88 | $1,739-94.9% | $12,998-99.3% | $1,942-95.5% |