See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AAAA BENEFITS, INC.1+ years Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $14,664 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,490 | $70,002-19.3% | $115,037-50.9% | $52,331+7.9% |
| Participation rate | 88.2% | 72.1%+16.1pp | 81.4%+6.9pp | 68.1%+20.1pp |
| Annual return | -0.39% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,213 | $2,715-55.3% | $4,608-73.7% | $1,882-35.6% |
| Participant deferral / active EE | $5,459 | $4,920+11.0% | $6,026-9.4% | $3,022+80.6% |
| Admin fee / account holder | $84 | $566-85.1% | $8,175-99.0% | $592-85.8% |