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.3+ years Service code 15 11020 DAVID TAYLOR DRIVE · CHARLOTTE, NC 282621103 | Recordkeeping | $15,209 |
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 | $57,436 | $80,753-28.9% | $136,294-57.9% | $62,292-7.8% |
| Participation rate | 96.4% | 73.5%+22.9pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 17.14% | 35.83%-18.7pp | 5155.94%-5138.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $1,805 | $2,884-37.4% | $4,695-61.6% | $2,042-11.6% |
| Participant deferral / active EE | $4,863 | $5,164-5.8% | $6,247-22.2% | $3,169+53.4% |
| Admin fee / account holder | $83 | $525-84.2% | $9,243-99.1% | $479-82.7% |