Filed May 8, 2006 (most recent of 3 filings on file)
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 DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $8,478 |
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 | $131,686 | $89,355+47.4% | $141,162-6.7% | $72,985+80.4% |
| Participation rate | 88.4% | 75.1%+13.3pp | 82.5%+5.9pp | 69.5%+18.9pp |
| Annual return | 24.74% | 111.85%-87.1pp | 71.39%-46.6pp | 81.00%-56.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,412 | $5,418+36.8% | $6,709+10.5% | $3,607+105.5% |
| Admin fee / account holder | $69 | $5,958-98.8% | $10,261-99.3% | $5,124-98.7% |