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 DIRECT5+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 11120 TREYNORTH DRIVE SUITE B · CORNELIUS, NC 28031 | Recordkeeping Fees | $8,221 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,703 | $88,515+34.1% | $162,163-26.8% | $67,579+75.7% |
| Participation rate | 79.2% | 86.8%-7.6pp | 87.6%-8.3pp | 71.3%+8.0pp |
| Annual return | 17.12% | 27.04%-9.9pp | 115.59%-98.5pp | 378.56%-361.4pp |
| Employer contribution / active EE | $2,310 | $3,563-35.2% | $5,614-58.9% | $2,148+7.6% |
| Participant deferral / active EE | $4,615 | $5,724-19.4% | $7,298-36.8% | $3,539+30.4% |
| Admin fee / account holder | $14 | $124-88.6% | $10,843-99.9% | $142-90.1% |