Filed May 13, 2006 (most recent of 2 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 |
|---|---|---|
RETIREMENT DIRECT4+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 11120 TREYNORTH DRIVE SUITE B · CORNELIUS, NC 28031 | Recordkeeping Fees | $12,762 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,873 | $80,005+33.6% | $140,016-23.7% | $55,725+91.8% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -2.68% | 0.46%-3.1pp | 651.12%-653.8pp | 244.93%-247.6pp |
| Employer contribution / active EE | $2,785 | $3,403-18.2% | $5,606-50.3% | $2,078+34.0% |
| Participant deferral / active EE | $5,454 | $5,264+3.6% | $6,927-21.3% | $3,356+62.5% |
| Admin fee / account holder | $21 | $116-81.4% | $10,705-99.8% | $115-81.4% |