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.7+ years Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $8,431 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $204,586 | $105,181+94.5% | $159,436+28.3% | $85,850+138.3% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.8%+5.8pp | 69.3%+19.3pp |
| Annual return | 14.69% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $368 | $3,318-88.9% | $4,829-92.4% | $2,565-85.6% |
| Participant deferral / active EE | $8,793 | $5,945+47.9% | $7,352+19.6% | $3,952+122.5% |
| Admin fee / account holder | $96 | $6,933-98.6% | $10,799-99.1% | $6,260-98.5% |