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 DIRECT6+ years Filed as: RETIREMENT DIRECT, LLC Service code 64 · EIN 91-2076699 11120 TREYNORTH DRIVE SUITE B · CORNELIUS, NC 28031 | Recordkeeping Fees | $5,427 |
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 | $126,798 | $111,608+13.6% | $177,821-28.7% | $73,409+72.7% |
| Participation rate | 76.8% | 87.9%-11.1pp | 87.7%-10.9pp | 72.2%+4.6pp |
| Annual return | 9.81% | 18.23%-8.4pp | 48.32%-38.5pp | 59.29%-49.5pp |
| Employer contribution / active EE | $2,401 | $3,796-36.8% | $5,918-59.4% | $2,234+7.5% |
| Participant deferral / active EE | $4,814 | $6,199-22.3% | $7,714-37.6% | $3,805+26.5% |
| Admin fee / account holder | $11 | $166-93.3% | $12,427-99.9% | $158-93.0% |