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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.
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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.2+ years Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $14,382 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,192 | $75,183-15.9% | $123,892-49.0% | $55,167+14.5% |
| Participation rate | 74.5% | 72.8%+1.7pp | 81.4%-6.9pp | 69.0%+5.5pp |
| Annual return | 6.53% | 19.01%-12.5pp | 47.52%-41.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,358 | $2,823-51.9% | $4,617-70.6% | $1,963-30.8% |
| Participant deferral / active EE | $4,511 | $5,084-11.3% | $5,984-24.6% | $3,054+47.7% |
| Admin fee / account holder | $92 | $663-86.2% | $8,357-98.9% | $504-81.8% |